By creating, editing and deleting shifts in the Time and Attendance section of your Insightful application, you ensure that the time of your workforce s effectively allocated and managed.
Whether it's adding shifts manually or through bulk upload, adjusting shift details or removing unnecessary shifts, this feature streamlines the process of scheduling and helps maintain clarity and accuracy in your team's work routines.
Creating Shifts
There are two ways to create new shifts:
Manually
Click the Add Shift button in the top right corner of the Time and Attendance → Scheduled Shifts tab of the dashboard, or the “+” sign on the timeline. Here, you can specify the Start and End date/time, and time zone, and assign it to specific teams or employees.
Bulk Upload
Download a pre-formatted CSV template from your account or the provided link. Fill it with your desired shifts and import it back into the dashboard. Remember to use the correct time zone format as listed.
To schedule a shift, it must be at least 1 hour long.
You can schedule a shift up to two and a half hours before it starts.
Shifts can be modified and deleted until 30 minutes before the start. Once the shift begins, it cannot be modified or deleted.
A scheduled shift can be deleted if necessary, but it can only be modified once. If you're unsure whether you can schedule a shift, a red popup will appear indicating how many hours in advance you can do it.
If you have set a recurring shift and want to modify its hours, you can only make changes to the shift for a single date.
Editing Shifts
Editing shifts is possible only for one shift at a time. The information that can be edited is:
Start date and time.
End date and time.
Time zone.
This applies to the recurring shifts as well.
Deleting Shifts
There are three ways to remove scheduled shifts:
Individual
Click the bin next to a specific shift in the Time and Attendance → Scheduled Shifts and select Delete.
Multiple
Select multiple shifts you want to delete from the list in the Time and Attendance → Scheduled Shifts.
Bulk Delete
Click the trash can icon in the Time and Attendance → Scheduled Shifts and choose which Teams/Employees and time range you want to delete from.
👉 Good to know:
Remember to save your changes after creating or editing any shifts.
Ensure the time zone is correct for all shifts to avoid confusion.
Utilize bulk upload and deletion for efficient management of large numbers of shifts.