Shift scheduling
Create shifts, assign people and spot the gaps before they happen. Start from this plan, tell us what's different about your business, and we build it, test it and run it for you.
What it does
A simple shift planning app for your team. Coordinators keep a list of people with their contact details and skills, create shifts for sorting, driving or front desk work, and assign people to them. A shift can never be given more people than it needs. Everyone on the team can sign in and see the shift schedule, and the dashboard highlights this week's shifts that still need people.
- People with skills
- Shifts by role
- Staffing limits per shift
- Short-staffed shifts this week
What it keeps track of
Person
Someone on the team who can be assigned to shifts, with their contact details and skills.
- Name
- Text
- Phone
- Text
- Skills
- Notes
Shift
A block of work on a given day and time, for a particular kind of work, needing a set number of people.
- Date
- Date
- Start time
- Text
- End time
- Text
- Role
- One of: Sorting, Driving, Front desk
- People needed
- Number
- Notes
- Notes
Shift Assignment
A record that a particular person is working a particular shift.
- Shift
- Linked shift
- Person
- Linked person
Who can do what
- Admin
- Manages user accounts and can do everything coordinators can do.Add and edit persons, shifts and shift assignments. Delete persons, shifts and shift assignments.
- Coordinator
- Creates and edits shifts, maintains the list of people, and assigns people to shifts.Add and edit persons, shifts and shift assignments. Delete persons, shifts and shift assignments.
- Team member
- Can sign in to see the shift schedule, who is assigned to each shift, and the team list, but cannot change anything.View persons, shifts and shift assignments.
What happens automatically
Prevent overbooking a shift
When a Shift Assignment is created or edited
Short-staffed shifts this week
When any user opens the dashboard
Checked 8 ways before it goes live
Every scenario below is turned into an automated test. The app has to pass all of them, in a clean environment, before anyone signs in. Your changes get the same treatment.
- Coordinator
Given the coordinator is signed in, when they create a Person named 'Jane Doe' with email jane@example.com, phone '555-0100' and skills 'Forklift, driving licence', then 'Jane Doe' appears in the Person list with email jane@example.com.
- Coordinator
Given the coordinator is signed in, when they try to save a Person without an email, then the form shows a validation error and no Person is created.
- Coordinator
Given the coordinator is signed in, when they create a Shift for tomorrow from 09:00 to 13:00 with role driving and 2 people needed, then the Shift appears in the Shift list showing role driving and 2 people needed.
- Team member
Given a Shift exists for tomorrow with role sorting, when the team member signs in and opens the Shift list, then they can see the Shift but there is no option to create, edit or delete Shifts.
Make it yours
This is the description the plan above was written from. Change it to match how your business works — or describe something else entirely.
“Shift sign-ups for our team. People (name, email, phone, skills) and shifts (date, start and end time, role such as sorting, driving or front desk, number of people needed). Coordinators create shifts and assign people; a shift can't be assigned more people than it needs. Everyone can see the shift schedule. The dashboard shows this week's shifts that are still short of people.”Start with this app
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