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How do I create a shift?

You can create shifts at any location and assign employees to them. The shift's scheduled hours also serve as the budget for tracking actual time worked versus planned hours.

Create a shift

  1. Option 1: Click your profile in the bottom left corner, and go to Manage Locations

    Option 2: Use the search bar (or press Ctrl+K) and type the location name. 

  2. Click on the Shifts and Inspections tab. 

  3. Click the Add Shift button. 

  4. Enter a name for the shift (e.g., "Night Shift").

  5. Select the days of the week the shift will run.

  6. Set the start and end times. Keep in mind that the length of the shift becomes the budgeted hours, Clean Smarts will compare this budget against the employee's actual clock-in and clock-out time, so set it as close to your target hours as possible.

  7. Click on Assignments and Notifications, select the employee you want to assign to the shift. 

  8. Click Create Shift to save.

     


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