Shift presets are templates or patterns for the details (especially start and end time) of a shift. They make your work easier in that you can already select a predefined pattern for creating a shift and thus no longer have to enter all times manually.

How to create shift presets?

To do this, first go to the "Shift schedules" tab in the company profile. There you must first activate the use of shift presets in the first section. Then, in the same tab, a new section with the heading "Shift presets" will appear, under which you can create a new entry by clicking the plus sign.

After that, a new small window will open where you can enter the key data for your desired template, especially, of course, start time, end time and break time. Here in the example, presets have been set up for a three-shift system consisting of early, late and night shifts. However, you can create as many presets as you like and name them as you wish.

Here you also have the option of assigning a 3-character abbreviation for a template, which will later be displayed on the shift tile in the shift schedule.

As soon as you click on "Save", the preset is stored and can now be used to create shifts in the shift plan. To do this, go to the menu item "Shift schedules", select an existing shift schedule or create a new one. If you have already selected an existing shift schedule, you may notice that the shifts created so far are no longer displayed in the color of the position, but in gray (see shifts in the "Service" position in the image below). Don't worry, this doesn't mean that anything has changed in the shifts themselves, but it really serves to distinguish between shifts that were created using a preset (colorful) and those that were created manually (gray).

If you now want to create a new shift you will find the option to select a shift preset in the window that appears. Now select your desired preset and all time information will be filled in automatically. Just select additional information, such as the number of required employees or the repetition of the shift and you are ready to go.

If you now select the month view and have previously assigned an abbreviation when creating (or subsequently editing) the shift preset, this will appear in the shift symbols and not the start time of the shift.

In addition, the shift presets form the basis for shift rotations.

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