Plan shifts and request changes

View the schedule, create shifts, and handle change requests.

Updated schedulingshiftsrequestslocations

Before you begin

Scheduling appears when the workspace has associates. Admins, Developers, and Managers can create shifts and review pending change requests. Associates can view their own shifts and request changes to them.

Work with the calendar

  1. Open Scheduling and change the calendar month as needed. Choose a location to focus on its shifts. Associates are limited to My shifts only.

  2. As a manager or administrator, select New Shift, choose an employee, enter the location, start, and end, then select Create. The employee's saved default location may prefill the location field.

  3. As an associate, select one of your shifts to open Request Schedule Change. Enter the proposed time or location and an optional reason, then select Submit Request.

  4. As a manager or administrator, review Pending Requests and select Approve or Reject. Selecting an existing shift in the manager calendar offers a delete confirmation.

When a location has operating hours, calendar indicators distinguish covered days, gaps, and closed days. These are planning aids; review the actual shifts before making staffing decisions. If a shift or request does not appear, check the selected month, location, and My shifts only filter.

Plan shifts and request changes · Serat