Shifts & Scheduling
Create, post, and manage shifts for your team — one at a time, in bulk, or using reusable templates. Understand the full lifecycle of a shift from creation to completion.
The Shift Lifecycle
Every shift in ShiftFlex moves through the following statuses:
| Status | Meaning |
|---|---|
| Open | Posted, visible to eligible employees, awaiting a claim |
| Claimed | An employee has claimed the shift; it is assigned to them |
| In Progress | Employee has checked in; shift is currently active |
| Completed | Employee has checked out; shift is finished and ready for time approval |
| Cancelled | Shift was cancelled, either by manager or employee (penalties may apply) |
Creating a Single Shift
Tap Shifts → + Create Shift. Fill in the following fields:
| Field | Required | Notes |
|---|---|---|
| Date | ✅ | The calendar date of the shift |
| Start Time / End Time | ✅ | 24-hour window supported |
| Location | ✅ | Must be a configured location in your organization |
| Role / Job Type | ✅ | e.g. "Cashier", "Supervisor", "Driver" |
| Pay Rate | ✅ | Hourly rate for the shift |
| Required Skills | Optional | Only employees with matching skills can claim |
| Shift Notes | Optional | Visible to the employee who claims it |
| Surge Bonus | Optional | Flat dollar bonus added on top of the pay rate |
Before posting, tap Preview to review all details. Then tap Post Shift — employees who match the required skills will receive a push notification.
Shift Templates
Save time by creating reusable shift templates for your most common shift types.
Saving a Template
On the Create Shift screen, tap Save as Template after filling in the details (before posting). Give the template a name. Templates are saved to Shifts → Templates.
Using a Template
On the Create Shift screen, tap Use Template. Select a template — all fields are pre-filled. Adjust the date/time and tap Post.
Create templates for your most common shift types (e.g. "Morning Cashier", "Evening Supervisor"). It turns a 2-minute task into a 10-second one.
Bulk Shift Creation
Need to post an entire week's schedule at once? Use Bulk Create.
Navigate to Shifts → Bulk Create. Select a date range, choose a template or fill in shift details, then select which days of the week to apply the shift to. ShiftFlex will create one shift per selected day automatically.
Surge Pricing
Surge pricing adds a bonus amount on top of the regular pay rate to make certain shifts more attractive — useful for last-minute or unpopular shifts.
- Manual Surge — set a fixed dollar bonus when creating the shift
- The bonus appears prominently on the shift listing for employees
- The surge amount is factored into payroll calculations automatically
Editing & Cancelling Shifts
Editing a Shift
Open the shift from your Shifts list and tap Edit. You can modify any detail on an Open shift before it is claimed.
Once an employee has claimed a shift, you can only cancel it — not edit it. To make changes, cancel and re-create the shift.
Cancelling a Shift
Open the shift and tap Cancel Shift. Confirm in the dialog. If the shift is already claimed, the employee will receive a cancellation notification. Cancellation penalties are governed by your organization's policy.
Roster Calendar View
The Roster tab shows all shifts across your team in a calendar format. Use the filters at the top to narrow by:
- Employee — view one person's full schedule
- Location — see all shifts at a specific site
- Role — focus on a specific job type
Color coding: Blue = Open Yellow = Claimed Purple = In Progress Green = Complete