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How to Create, Add, and Generate Shifts
How to Create, Add, and Generate Shifts

Learn how to create, add, generate, and publish single, multiple, or open shifts using the Schedule module.

Gina Schrandt avatar
Written by Gina Schrandt
Updated over a week ago

From the Schedule tab, you can generate, copy, and add shifts for your employees. You can also view requests that employees make. After you create shifts, you can make them public to all active employees.

To learn about what employees can do with scheduling, see How to Work With Scheduling.

View employees' availability

If your employees set their availability, you can see their available times in your Administrator portal.

  1. Sign in to Fingercheck as an Administrator or Supervisor (with scheduling permissions).

  2. Click the Schedule tab.

  3. Click the Availabilities button.

  4. In the panel that opens, select the employee.

  5. In the next panel that opens, click the Upcoming tab.

  6. Click the View icon.

Add a single shift

  1. Sign in to Fingercheck as an Administrator or Supervisor (with scheduling permissions).

  2. Click the Schedule tab.

  3. Click Add Shift.

  4. In the Add Shift pop-up window, complete the fields as needed for your company.

    1. Under Employees, leave the Open Shift option if you want the shift available to any employee.

      To select employees for the shift, click the X for Open Shift, and select the employees.

    2. Select the Date on which the date is valid.

    3. Select the Start and End time.

      The start and end times always default to 9:00 a.m. and 5:00 p.m.

    4. (Optional) If you have created schedule policies, select one to use from the Schedule Policy drop-down list.

    5. (Optional) From the Profile drop-down list, select a master profile that enforces the rounding and other schedule-related policies you want to use.

      Note: If you select a schedule policy in step 4d, that policy is used instead of the schedule policy listed in the master profile you select.

    6. (Optional) Complete the Department, Job, and other fields as needed.

    7. Select the following options, as needed:

      1. Strict In Schedule: Uses the Strict In rules defined in the schedule policy or in the master profile you selected above. If you didn't select either, the punch rounds to the start time.

      2. Strict Out Schedule: Uses the Strict Out rules defined in the schedule policy or in the master profile you selected above. If you didn't select either, the punch rounds to the end time.

      3. Strict In On Clock: Refuse a punch before the scheduled time. This option works only for mobile, web, and tablet punches (not time clocks).

    8. Select a color to differentiate the schedule from other schedules.

      For example, you might want the schedule for front office employees to be a different color from the schedule for warehouse employees.

    9. Add Notes as needed.

    10. Click Save & Publish.

      If you want to save the schedule but have not published it yet, click Save & Close.

      The shift appears on the SCHEDULE tab as shown below. If you click Save & Publish, the shift is fully colored. If you click Save & Close (it is not published), the color appears as a thin bar on the left side.

Generate multiple shifts

  1. Make sure you have at least one schedule policy set. (See How to Create a Schedule Policy.)

    This procedure will not work if you don't have at least one schedule policy in place (even if you do not use the policy).

  2. On the SCHEDULE tab, click the hamburger icon, and select Generate Shifts.

    The Generate Schedule pop-up window appears.

  3. Select the Start Date and End Date for this schedule.

  4. To override the default 9:00 a.m. to 5:00 p.m. schedule, select the Override Defaults checkbox and complete the fields described in the procedure above.

  5. At the bottom of the window, click Schedule Fields (or Schedule Employees) and select the employees you want to include in this schedule.

  6. On the confirmation message that appears, click OK.

IMPORTANT! If you repeat this procedure and generate shifts for different employees, only the new employees and shifts appear.

Copy and paste shifts

  1. Hover over a schedule and select the Copy icon.

    The schedule can be published or not.

  2. Hover over the cell where you want to add the shift and click the Paste icon.

Publish all unpublished shifts

If you have unpublished shifts that you generated,

  1. Click the Publish Shifts button in the top-right corner.

  2. In the confirmation pop-up window that appears, enter YES in the field, and click Continue.

Send Notifications about Schedules

  1. Click the Notifications icon in the upper right of the SCHEDULE tab.

  2. In the Notifications Settings pop-up window, complete the options you want to set.

  3. Click Save.

How published shifts appear to employees

Shifts that are published as open shifts appear on the SCHEDULE tab of the employees' Fingercheck web app. On the mobile app, open shifts appear, as shown below.

Open shifts

Open shifts allow you to post shifts for qualified employees to take. Open Shifts considers the employee’s availability, department, job, and task. If the employee does not match the criteria of the open shift listed, then they will not be eligible for the open shift.

Utilizing open shifts allows for improved flexibility. Open shifts can be unpublished or published. Published shifts are instantly made available to eligible employees, who can view and request to take the shift.

When an employee calls out sick, remove them from the shift to create an open shift.

  1. From the SCHEDULE, click the Pencil icon to edit the employee’s shift.

  2. Click the down arrow next to the employee’s name.

  3. Select Open Shift from the drop-down menu.

  4. Click Save and Publish to publish the open shift.

The Open Shift will now be visible for eligible employees to view

📢 Attention: Open shifts, trade/cover requests, and daily employee availabilities are exclusive to our Shift Scheduling - Premium. To upgrade to 360+, log in and click "Upgrade Now" in your FingerCheck account. 🚀

For more details, there is a short video guide. More help is available at our Service Desk, which is on the right side of your screen on the web.

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