Manage and View Shift Schedules

Manage Shift Schedules

To plan and assign upcoming shifts:

• From the App Launcher, open Shifts. The All Shifts list view shows every shift.
• Because you can have a large number of shifts, create a custom list view that filters shifts by service territory, job profile, or other criteria.
• Switch to the schedule view to see a weekly calendar of shifts. Group the calendar by service resource to see the shifts assigned to each worker, or by job profile to see coverage by role.

Keep these considerations in mind when you work with custom list views in the schedule view:

• Quick search and logical filter expressions that use the NOT operator aren't supported. If your filter logic uses NOT, adjust the filter to use the does not contain operator instead.
• The schedule view shows shift assignments in the service territory's time zone. Turn off Show Territory Time Zone to see shifts in your own time zone.

View Your Shift Schedule

How workers view their shift assignments depends on whether they're using Shift Scheduling or Workforce Management.

• In Shift Scheduling, workers can view their assigned shifts from their Service Resource record. Open Service Resources in the App Launcher, click the Related tab, and then click Shifts.
• In Workforce Management, workers can view their shift assignments from Home.