How do I add a shift?
In Clean Smarts, shifts are attached to specific locations, and you can add new shifts and modify existing shifts under each location's details:
- Go to Admin > Manage Locations
- Click on the pencil icon for the location where you want to add or remove the shift. The location details will appear in a pop-up window.
- In the section labeled "Shifts", you can add a new shift by clicking "Add Shift". A new grey-shaded box with shift details will appear.
- Select the days of the week that the shift should appear in an employee's schedule.
- Set the frequency of when the shift recurs. See the box below for examples of common scheduling needs.
- You can add adjustments to the shift by clicking the "Add Adjustment" button. See the related article below for more information.
- You can add one or more "No-show" alerts by using the "Add Alert" button. No-show alerts are sent to managers when an assigned employee doesn't clock into the shift.
Here are some examples of how to set up recurring shifts:
- You work every week on Mondays, Wednesdays, and Fridays: set Frequency to "weekly", Every X Weeks to "1", and tick the boxes for "Mo", "We", and "Fr".
- You have a job every other Saturday: set Frequency to "weekly", Every X Weeks to "2" ,and tick the box for "Sa".
- You clean a home once a month on the second week of the month: set Frequency to "monthly", Every X Months to "1", This week of the month to "2nd week", and tick the box for the day of the week it should be cleaned.
- It's April. You do work at a location once a quarter at start of the month, beginning in June: set Frequency to "monthly", Every X Months to "3", This week of the month to "1st week", tick the box for the day of the week the work takes place, and set the Recurrence reference date to June 1 of the current year.