When should the New Shift button be used?

The New Shift button in the Crew Schedule allows you to quickly assign a project or job to multiple crew members at the same time. It is especially useful when several employees need to work on the same project, even if they are not part of the same crew.

When should I use New Shift?

Use the New Shift button when you need to schedule multiple employees for the same project or job.
This is particularly helpful when:

• The employees will work at the same location.
• The employees are not part of the same crew.
• You want to assign the same work schedule to several employees at once.
• You want their schedule details to remain synchronized.
• Instead of creating separate schedule entries for each employee, you can create one New Shift and select all the required crew members.
  

How to create a New Shift

1. Open the Crew Schedule module.
2. Click the + New Shift button in the upper-right corner.
The New Event window will open.
3. Complete the required fields:

Project

• Select the project that the crew members will be working on. This is a required field.

Location

• Enter the job site or location where the crew will be working.

Crew Member

• Select the employees who should be assigned to the shift.
• You can select Select All or choose individual employees from the list.

Description

• Add any additional instructions or notes for the crew.

Link Tasks

• The Link Tasks option allows the selected crew members to remain connected to the same schedule entry.
• When tasks are linked, a change made to the task for one crew member will also apply to the other linked crew members.
• For example, if you change the date, time, or other task details, the same change will be applied to the linked crew members.

Tip: If an individual crew member needs a different schedule, unlink their task before making the individual change.

Set the Time Period

• Scroll to the Time Period section and set the appropriate start and end date/time for the shift.

4. Review the project, location, crew members, description, and schedule.
5. Click Save.
The shift will then appear on the Crew Schedule for the selected employees.
Why use New Shift?

Using New Shift can help you:

• Schedule multiple employees quickly.
• Assign the same project to employees from different crews.
• Keep schedules consistent.
• Reduce duplicate scheduling entries.
• Make changes to linked employees at the same time.

Important Note

The New Shift feature is best suited for situations where multiple employees are working on the same project and schedule. If an employee needs different dates or times, their task should be unlinked so it can be managed separately.