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.
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 → Shifts tab 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.