Create a shift

In PaxFlow, the Shifts feature helps you easily create and manage different types of shifts, whether you’re assigning a driver to a tour, blocking time off for a team member, or leaving shifts open for staff to claim.

Click on "Operations" and then click on "Shifts"

in the shifts overview, click on "Create shift"

A drawer opens up. You can create a shift, unavailability, One-Off shift or a recurring shift. Let´s take a look at how to create them.

The Start and end End date can be edited by clicking on the date drop downs.

and the duration of the shift can be edited by typing in the start and end time.

Then you can choose the location by clicking on the location dropdown. Here we are choosing the East Coast Tour. The locations are the products from your booking system.

Next choose the position you want for the shift by clicking on the position drop down and choose a role - here Guides is chosen.

and lastly choose the staff member you want to assign by clicking the staff member drop down.

You can add a note to the shift that will be visible for operations and staff

if there are more than one start time on the location you can choose what start time you want to assign the shift to.

and you can save the shift in draft mode - this way you can work on the shift plan for your staff before publishing it, just slide the toggle by save as draft when you are ready to publish it.

once you have filled everything out, click on "Create shift" to save the shift.

A success message appears and you have created a new draft shift - highlighted in the screenshot.

in the shifts overview, click on "Create shift"

A drawer opens up. click on "Unavailability"

Then choose the start and end date for the unavailability shift by clicking on the date, then choose a date from the drop down calendar

and time by typing it in next to the date

and add a comment into the title field - vacation, sickness or any kind of reason for the unavailability if needed.

next choose the staff member you want to assign to the unavailability shift.

you can add a note that will be visible to the operation and staff member

then click on "Create unavailability" to save the shift.

A success message appears and you have created a new shift - highlighted in the screenshot.

in the shifts overview, click on "Create shift"

if you don't need to edit the start and end time and date, click on "Location" and choose a location from the drop down.

Select a position for the shift, here we are choosing "Guides"

And for the staff member leave it as "Unassigned"

if there are more than one start time on the location you can choose what start time you want to assign the shift to.

and you can save the shift in draft mode - this way you can work on the shift plan for your staff before publishing it - since this is a unassigned shift let´s save it published.

and once you have filled everything out, click on "Create shift" to save the shift.

A success message appears and you have created a new shift and you can see the unassigned shift highlighted.

in the shifts overview, click on "Create shift"

Click on Recurring if you want the shifts to be automatically created over a selected date range.

Click on "Pick a date range"

and choose the start and end dates for the recurring schedule.

Select the location that will be assigned to each recurring shift.

then select the position that will be assigned to each recurring shift.

Choose the staff member who will be assigned to every recurring shift.

you can choose the days of the week you want the recurring shift to be set on

and you can save the shift in draft mode - this way you can work on the shift plan for your staff before publishing it, just slide the toggle by save as draft when you are ready to publish it.

and once you have filled everything out, click on "Create shift" to save the recurring shifts.

A success message appears and you have created a batch of recurring shifts - first shift in the series is highlighted in the screenshot.

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