Customizing shift fields give you the flexibility to tailor shift details to your team’s specific needs, ensuring employees have all the information they need to work efficiently. By editing these fields, you control which details appear in scheduled shifts, ensuring only the most relevant information is included. Let’s dive in!
This article will cover:
How to Set Up Shift Fields
Shift fields are the details included in each shift, such as the shift title, job, location, notes, and more. To set up the relevant shift fields, follow these steps:
Start by heading over to the Job Scheduler found in the left sidebar and access the relevant schedule.
Access the settings and enter the Display tab.
In the Display tab you will see the Default fields, which are fields that will always appear by default for all shifts.
Under the default fields, you will see the Optional fields, which are fields that admins can add to shifts as needed.
To customize which fields will appear by default for all shifts, simply hover over the relevant field, click on the dotted square and drag it to the Default fields section.
When you're done, click on Save Changes!
Please note that only admins with permission to Edit settings in the Job Scheduler will be able to set up and manage shift fields.
How to Customize and Manage Shift Fields
After setting up the default shift fields in the Job Scheduler settings, they will automatically appear when scheduling a new shift. You can also customize or edit these fields as needed to better fit your team's requirements.
Editing Fields
If you are scheduling a shift and realize you forgot to add a necessary field, simply click on Add field, which would allow you to select one of the Optional fields to include in the shift.
If you notice a field that is no longer relevant and would like to remove it while scheduling a shift, simply hover over it and click on the 'x' icon.
Customizing Fields
By clicking on Manage fields you will be directed to the Display tab in the Job Scheduler settings, where you can rearrange and customize the default fields, and add any additional fields if needed.
On the user's end, they will be able to view all selected fields within their shift.
*Shift Fields are available from the Basic Operations Plan*
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