Setup/Add Shift Types
In order to Add shifts to Users, you will first need to set up your different shifts. To do so, go to the Longform, and left-click the Personnel Tree icon, giving you the Personnel Tree Menu.
On this Menu, go to Shift Type Setup, and this will give you three options.
Add Shift Type: Allows you to add a new shift, giving it a name, a colour, and set the times of the shift.
Edit Shift Type: Allows you to alter the name, colour, or times of a Shift that has already been added.
Remove Shift Type: Allows you to remove a shift that has been previously added.
Adding Shifts to Users
In the Longform, add the users to the Personnel Tree, that you would like to apply shifts to. Once loaded, select the User or Users you would like to add shifts to, so that their lines are blue (you can multiselect users, by holding the CMD [on Mac] / CTRL [on Windows] key and clicking the various users. Then, select the days which you would like the shift(s) to be applied to so they are yellow.
You then have two options to select the shift to apply.
Left-clicking on the User's icon will bring up the Personnel Menu, and you can directly choose a shift.
Right-clicking on the User's icon will bring up the Booking Menu, and going to the Personnel sub-menu, will allow you choose a shift.
On both of these menus, you have an option to create an ad-hoc shift for that user, by selecting Shift: Custom. This will open up a Name & then time-selector window for the shift you are about to add.
Once applied, the shift can be seen in both the Hourline & Longform. Bookings can also be made over the top of shifts, without causing conflicts.
In the Longform, identify the shift to remove, then click and drag to the trashcan.
In the Hourline, identify the shift, and click and Drag to the trashcan.
There are some important settings in the Toolbox, to consider when using shifts. These can be found of the Server Setup section, of the following article: Toolbox Settings: Personnel Tree