Workspace table
Shift Groups
The Shift Groups table stores shifts that belong together: recurring patterns, rotations, and multi shift series that should be created, assigned, and edited as one unit instead of shift by shift.
Illustrative example
From shift groups to a useful workspace
- 01
Start with a table
Shift Groups
- 02
Build a workspace
Rotations
- 03
Focus the view
Active patterns
A suggested way to organize your information. This diagram is not a product screen.
What belongs in this table
- 1Recurring weekly or monthly shift patterns.
- 2Rotations such as patrol rounds or alternating crews.
- 3Multi shift assignments offered to a worker as one package.
- 4The individual shifts generated from each group.
Fields to understand
Your account may use different field names and permissions. Use these examples to understand what each field contributes.
- Pattern
- The days, times, and repetition rule the group follows.
- Role and location
- What the generated shifts require and where they happen.
- Date range
- When the pattern starts and stops generating shifts.
- Assigned workers
- Users attached to the whole series.
- Linked shifts
- The individual Shift records the group created.
Ideas for your team
List
Rotations
Recurring patterns and who owns each one.
Calendar
Recurring coverage
Generated shifts viewed on the schedule.
List
Unfilled series
Groups with open shifts that need a worker.
Example tabs
- Active patterns
- Unfilled
- Ending soon