Shift settings control how PaxFlow handles shift locations, shift requests, notifications, drafts, and conflicts. The settings apply to the whole company.
Open Shift settings
Go to Settings > Operations.
Click the Shifts tab.
Click a tab: Locations, Scheduling, Conflicts, Calendar, or Rules.
Locations: the locations that you can select on a shift, and how static locations show on the Operations calendar.
Scheduling: shift requests, emails to staff, reminders, and the draft default.
Conflicts: what PaxFlow does when a staff member has two shifts at the same time.
Calendar: which staff groups can use Google Calendar sync.
Rules: Shift Rules.
Add a static location
A static location is not linked to a product. Use it for an office, a meeting point, a warehouse, or another place where staff work.
Click the Locations tab.
In the Shift Locations card, click Add location. The Add static location window opens.
Enter a name in Name.
Click Create location.
The location shows in the list as Static location. To show only one type of location, click All, Static, or Products above the list.
Edit or delete a static location
To change the name, click the pencil icon next to the location. The Edit static location window opens. Enter the new name. Then click Save changes.
To delete the location, click the trash icon next to the location. Then click Delete location.
You cannot edit or delete a product location in this card. Use the Product locations card.
Set a location colour
Click the colour square next to the location. A colour picker opens.
Click a colour. Or enter a colour code and click Apply.
To remove the colour, click Remove color.
You can set a colour on static locations and on product locations.
Show a static location on the Operations calendar
On the Operations calendar, a static location shows as a row when it has a shift in the dates on the screen. Use the settings below to show the row when it has no shifts, and to put the row above or below the tours.
Click the Locations tab.
In the Shift Locations card, find the static location.
To show the row when the location has no shifts, click the Always show on calendar switch.
To choose where the row shows, select Above tours or Below tours.
Each change saves at once. PaxFlow shows Calendar display updated.
By default, the switch is off and the row shows above the tours. A product location does not have these settings. You can also change both settings in the three-dot menu of the row on the Operations calendar. See Operations Calendar.
Choose the product locations
A product gets a shift location when Daily departures is on for the product in Settings > Products. You can give a location to other products, or remove the location from a product.
Click the Locations tab.
In the Product locations card, find the product. To search, enter a title or a product code.
Click the switch next to the product. When the switch is on, you can select the product as a location on a shift.
A product that you changed shows Added or Removed. To use the Daily departures setting again, click Reset to default.
When you remove a product location, you cannot select it on a new shift. A shift that already uses the location keeps it.
Require approval for shift requests
When this setting is on, staff send a request to claim a shift or to add time off. An admin approves or denies each request.
Click the Scheduling tab.
In the Shift Request Approval card, click the Require operator approval switch.
Click Save changes. A success message shows.
Notify staff of available shifts
When this setting is on, staff get an email about new available shifts that match their position, location, and skills. Staff do not get an email about shifts outside their employment period.
In the Scheduling tab, go to the Available Shift Notifications card.
Click the Notify guides of available shifts switch.
Click Save changes.
Create new shifts as drafts
When this setting is on, new shifts start as drafts. Staff do not see a draft shift in Enroute until you publish it.
In the Scheduling tab, go to the Draft creation default card.
Click the Default new shifts to draft switch.
Click Save changes.
Set emails, reminders, and unavailabilities
The Scheduling tab also has these cards. Each card has its own Save changes button.
Shift assigned emails: email staff when a shift is assigned to them or published.
Shift reminders: email assigned staff before their shift starts. Enter the time in Remind before shift start.
Unavailabilities in profile: hide the unavailabilities section from staff profiles.
Set conflict detection
Click the Conflicts tab.
In the Shift Conflict Detection card, select Disabled, Warn, or Block.
Click Save changes. A success message shows.
Disabled: you can assign a staff member to shifts that overlap.
Warn: PaxFlow shows a warning when the staff member already has a shift, but you can continue.
Block: you cannot assign a staff member who has another shift or an unavailability at the same time.
Notes
The Shifts tab shows only when your company has shifts. To turn on shifts, ask PaxFlow support.
If Operations is gray in the Settings menu, your user group does not have access to it. To get access, ask an admin in your company to change your user group in Settings > User groups.
The Locations tab shows only when you plan shifts in PaxFlow. It does not show when your company gets its shifts from Sling.
The Rules tab shows only when Shift Rules is on for your company. To turn on Shift Rules, ask PaxFlow support.
Each card saves only its own setting. Click Save changes in each card that you change.