You can create a shift in bookU Staffing from two places: Project planning and Employees planning. A shift defines the demand side of planning and exists independently of any employee. When you save a shift, you choose its initial status: Open (published and visible to employees) or Draft (saved but not yet published).
If you select multiple dates when you create a shift, bookU Staffing creates a separate shift for each selected date.
Opening the Add shift form in Project planning
To open the Add shift form in Project planning, select + Add shift in the top-right corner. As an alternative, hover over a day in Project planning until the + icon appears and select the icon.
Opening the Add shift form in Employees planning
To open the Add shift form in Employees planning, hover over a day until the + icon appears and select the icon. Then choose + Add new shift from the menu that appears. The same menu also offers Find matching shift and Add absence.
Filling in the Add shift form in bookU Staffing
To create a shift in bookU Staffing, fill in the Add shift form and save the shift.
Select the Project from the dropdown.
Select the Function required for the shift.
Set the Start time, End time and Break duration.
Enter the Date.
If needed, expand Excluded contract types to exclude specific contract types (for example ZZP) from being matched to the shift.
Review the Shift application approval flow. The default flow is Auto-approve applications. To change the flow, select the pencil icon and choose a different flow.
Save the shift as described in the section Saving a new shift in bookU Staffing.
Creating a shift on multiple dates in bookU Staffing
To create a shift on multiple dates in bookU Staffing, select + next to the date field in the Add shift form. A calendar opens where you can select individual dates. Select Confirm selection when you are done. bookU Staffing creates a separate shift for each selected date. You can select up to 50 dates at a time.
Saving a new shift in bookU Staffing
To save a new shift in bookU Staffing, choose one of the following options in the Add shift form:
Select Publish shift to publish the shift immediately. The shift status becomes Open.
Select the arrow next to Publish shift and choose Save as draft to save the shift without publishing. The shift status becomes Draft.
Select Cancel to discard the shift without saving.
The button Publish shift and the shift status Open refer to the same action: when you publish the shift, the status of the shift becomes Open.