PULSE Academy / Operations

Shift scheduling

Build, publish and swap rotas.

Intermediate · 6 minutes · Article

You'll learn to

• Create shift templates
• Publish a weekly rota
• Approve a swap

• Create shift templates (for example *Morning 08:00–16:00*).
• Build the week's rota and publish it; people are notified and see their shifts.
• Copy week reuses a good rota.
• People can request a swap; a manager approves or declines it.

Published shifts appear in each person's calendar feed.

Try it: create a template and add two shifts to next week.

Related

• Attendance and clock-in
• Service desk, SLAs and the request portal
• Configure an approval workflow
• Business operations demonstration