Create a New Shift- Lookups

Create a New Shift- Lookups

Users can configure shifts in NEXGEN to manage employee schedules on a group basis instead of relying on individual availability. Shifts are created in the site settings within the Lookups module and can be applied to groups of users at a time in the Employee module. This is useful if, for example, a new schedule is being implemented for certain employees for the next month and their availability needs to be bulk edited to reflect that. For more information on how to assign a shift to an employee please see our Assign a Shift to an Employee - Employee help article.

Navigate to the Lookups Module

To navigate to the Lookups module:
  1. Click Settings in the blue sidebar.
  2. Click Setup.
  3. Click Lookups.

Create a New Shift


To configure shift schedules in NEXGEN:
  1. Navigate to the Lookups module.
  2. Expand Employee in the hierarchy tree to the left.
  3. Click Shift.
  4. Click +Add to add a new shift.
  5. Fill out the fields present in the slider. Mandatory fields are marked with a red asterisk (*).
    1. Shift Name
    2. Shift Description
    3. Rotation: Number of days between rotations
    4. Start Day: Day the shift is set to start
    5. Rotation Days toggle: Will autofill the remaining days in the list with the start and end times in the top row
    6. Schedule fields (Note that days will appear or disappear depending on what number is inputted into the Rotation field)
      1. Start time
      2. End time
      3. Day off checkbox: Mark if this schedule includes a designated day off on the day listed
  6. Click Save. If edits or deletion are needed in the future, click the drop-down next to any shift to edit or delete.

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