Who this article is for: Administrators and Power Users
Features involved: Presence management.
Create daily shifts that can be assigned to each day of the week in order to create a weekly work schedule.
A shift can be fixed (clocking in and clocking out occur at specific times) or flexible (people to whom it is assigned are not required to adhere to a precise time range, but must work a specific number of hours per day).
Create a fixed shift
Before getting started check that:
You have enabled the Presence Management feature.
To create a fixed shift:
Go to Company > Settings > Presence Management > Shifts and Schedules > Shifts.
Click on Add.
Select Fixed from the Shift type drop-down menu.
Enter the start and end times of the shift.
If applicable, add a Break, and set the start and end time.
Choose two characters as the shift abbreviation (letters and numbers).
Add a description of the shift.
Set a shift code (optional).
Click Save to confirm.
The shift has been created and is now visible in the list of daily shifts.
Create a flexible shift
Before getting started check that:
You have enabled the Presence Management feature.
To create a flexible shift:
Go to Company > Settings > Presence Management > Shifts and Schedules > Shifts.
Click on Add.
Select Flexible from the Shift type drop-down menu.
Set the number of work hours that users to whom this shift will be assigned must complete.
Choose two characters as the shift abbreviation (letters and numbers).
Add a description of the shift.
Set a shift code (optional).
Click Save to confirm.
The shift has been created and is now visible in the list of daily shifts.
Users who are assigned a flexible shift must always record a timestamp at the beginning and end of any breaks they take, even if their shift only requires that they record a timestamp at the beginning and end of each workday.
The Abbreviation and Shift Code fields
📌 The Abbreviation is used by Fluida to show you the shifts within other features, such as Visual Planning. We recommend that you set one every time you create a shift, to make sure you already have it if you need it!
📌 The shift code was introduced in preparation for the expansion of the attendance export feature: it is currently optional.