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Shift Management

19 articles

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Admin

Step-by-step guide to creating a shift schedule

Detailed walkthrough for creating, configuring, and publishing a shift schedule.

Admin

How to collect and manage shift preferences from employees

How admins can set up, collect, and use employee shift preferences.

Popular

Creating & Publishing Shifts

Step-by-step guide for admins/managers to create and publish shift schedules.

Shift Swap Request

Employees can request to swap shifts with colleagues; managers approve the exchange.

Using Shift Templates

Save recurring shift patterns as templates to generate schedules with one click.

Admin

Creating and Managing Shift Patterns

Register reusable shift templates (e.g., early shift, night shift) to speed up schedule creation.

Admin

Copy Last Month's Shift Schedule

Copy the previous month's shift to the current month and adjust only the differences.

Admin

Understaffing and Overstaffing Alerts

Set minimum and maximum staffing levels per time slot to receive automatic alerts during schedule creation.

Admin

Export Shift Schedule as PDF or Excel

Download the shift schedule as PDF, Excel, or CSV for printing and sharing.

Admin

Shift Approval Workflow Setup

Configure a manager approval step before shift schedules are published to employees.

Submitting Shift Preferences

Submit your preferred working days and hours before the manager publishes the schedule.

Viewing Your Published Shift Schedule

See your confirmed shift schedule on the WorkVell calendar view in your browser (PC or smartphone).

Admin

Automatic Shift Generation

How to use WorkVells automatic shift generation feature.

Employee

Shift Change and Swap Requests

How to request shift changes or swaps with other employees.

Legal Requirements for Shift Work and Overtime Pay

Legal requirements and overtime pay calculation rules for shift workers.

Admin

AI-Optimized Shift Creation

How to use WorkVell's AI shift generation to automatically create optimal schedules.

Admin

Carrying Forward Previous Month's Shifts as Templates

How to use the previous month's shifts as a template for the upcoming schedule.

Admin

Fairness Check in Shift Creation

How to use WorkVell to ensure fair distribution of unpopular shifts.

Admin

Copying and Duplicating Shift Templates

How to copy previous shift schedules to speed up shift creation.