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Shifts

Calendar Overview

There are a few ways Site Administrators and Managers can add shifts into a Shiftboard site. To get started, go to Calendar > Add and a pop up will appear with options. Here's an overview of what eac…

Updated 11 months ago by Shiftboard Support

Add Shifts

The "Add Shifts" tool is a basic, manual way to create a single or repeating shifts within your Shiftboard site. Working with the Shiftboard team, custom fields can be added to this screen to provide…

Updated 11 months ago by Shiftboard Support

Shift Bulk Upload Template

Overview. Using a template to upload shifts is a quick and easy way to add several shifts to the calendar at one time. Site Administrators or Managers may prefer the Bulk Upload Template if working w…

Updated 1 year ago by Shiftboard Support

Assigning Shifts

The Assigning Shifts feature is used when assigning members to shifts. Deciding how to assign a member changes based on an organization's needs. Options include (1) bulk assign, (2) single select, (3…

Updated 11 months ago by Shiftboard Support

Creating Shifts: RSVP/Sign-Up Event, Holiday

Shiftboard's RSVP/Sign-UP Event, Holiday tool gives Managers the ability to extend the functionality of the calendar and distinguish between special events and shifts. This feature can be used to lab…

Updated 11 months ago by Shiftboard Support

Duplicate/Copy Forward Existing Schedule

The Duplicate/Copy-Forward Existing Schedule tool allows Site Administrators and Managers to copy all (or certain) shifts during a period of time and paste them to a future date on the calendar witho…

Updated 3 months ago by Shiftboard Support

Delete Shifts in Bulk

Shiftboard's Bulk Delete tool allows Site Administrators and Managers to specify a range of shifts to delete, and delete them all at once instead of deleting shifts individually. How To Bulk Delete S…

Updated 11 months ago by Shiftboard Support

Unpublished Shifts

Unpublished shifts are essentially unofficial shifts similar to a rough draft. Unpublished shifts are only viewable by Managers and Coordinators; they are hidden from Members. Managers can assign mem…

Updated 11 months ago by Shiftboard Support

Edit Shifts in Bulk

Overview. To make changes to a large number of shifts, it is often more efficient to make those changes in bulk rather than editing each shift individually. Shiftboard's Bulk Change tool allows Site…

Updated 11 months ago by Shiftboard Support

Custom Shift Fields

Custom Shift Fields. Custom shift field gives you the ability to track additional information that is tailored to your organization when building out shifts. Below is an example of how these custom f…

Updated 10 months ago by Shiftboard Support

Event ID Codes

Overview. The Event ID is a shift field that enables you to group together like shifts using a code of your choosing. Even though this is an open text field, the search functionality is able to searc…

Updated 4 months ago by Shiftboard Support

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