Planning the first shift
Create a shift, assign someone, and move toward approval.
Outcome
At least one shift exists with clear client and service context and an assignee.
Who it's for
Planner / admin
Prerequisites
- Company setup completed
- At least one client (ideally project/location) and one person
Steps
- Open Shifts from the main navigation.
- Create a new shift with date, time, and the client, project, and service context.
- Assign someone who is available, or use Smart Assign. It uses availability and requirements. You confirm.
- Review open requests and actions so gaps and approvals do not sit waiting.
- Update status through to approval when the work is done. Invoicing expects approved work.