Shift settings

Shift settings control how shifts behave across your organisation. Only Admins can access and change these settings.

Accessing shift settings

Shift settings are available on the web app.

1. Go to the Shifts tab (the clock icon)
2. Tap it again when it turns to the blue menu button
3. Select Edit shift settings
4. The Shift Settings drawer opens with a Save button in the top-right corner of the header

Shift settings fields

The drawer contains three number inputs and three toggle fields. Toggle fields use No / Yes circle checkboxes.

• How many days into the future should staff see shifts? (number input, required) -- staff will only see shifts scheduled within this number of days. Defaults to 7. Must be at least 1.
• How many days into the past can managers edit shifts? (number input, required) -- managers can edit shifts that occurred within this many days ago. Defaults to 2. Must be at least 1.
• How many minutes grace will you allow for late clock-ins? (number input, required) -- clock-ins within this many minutes after the shift start time are still counted as on-time. Defaults to 5. Can be set to 0 for no grace period.
• Should holiday accrual be paused during paid absence? (No / Yes toggle, defaults to No) -- when set to Yes, holiday entitlement does not accrue while a staff member is on paid absence.
• Should shift start time change to match clock-in time? (No / Yes toggle, defaults to No) -- when set to Yes, the recorded shift start time adjusts to the actual clock-in time instead of the scheduled start.
• Should users be allowed to add their own holidays? (No / Yes toggle, defaults to No) -- when set to Yes, staff can submit their own holiday requests. When No, only managers and admins can add holiday shifts.

Saving shift settings

Tap Save in the top-right corner of the header. The drawer closes immediately and your changes are saved in the background. A confirmation message appears once saved.

If any number field has an invalid value (for example, 0 for the visibility or editing window), you will see an error message asking you to correct it before saving.

Tips

• Start with 7 days of shift visibility and adjust based on how far ahead your team needs to plan
• Set the editing window to match your payroll cycle -- if payroll runs weekly, 7 days gives managers time to correct mistakes before the cutoff
• A grace period of 5 minutes is a reasonable starting point for late clock-ins
• Enabling "Should shift start time change to match clock-in time?" is useful when you want timesheets to reflect actual hours rather than scheduled hours
• Only enable staff holiday requests if you want employees to self-serve -- otherwise, managers can add holidays on their behalf
• Changes apply to all teams in your organisation and take effect immediately after saving