Creating, Editing, and Managing Shifts from the Shift Slider

📋 Creating, Editing, and Managing Shifts from the Shift Slider
 

📘 Article Purpose

This article explains how to use the Shift Slider in Ontraccr to create, view, and manage labor shifts—including all actions available during creation and after publishing.

🛠️ Accessing the Shift Slider

You can open the Shift Slider in two ways:

➕ Creating a New Shift

• Click the + Add button in the Field Schedule
• OR click-and-drag a time block under a user

✏️ Editing an Existing Shift

Click on any published or draft shift on the schedule

(requires the “Manage Schedule” permission)

🧱 Layout of the Shift Slider

The slider is split into two main sections:

🔍 Left Panel – Calendar Preview

• Shows the user’s schedule for the selected date(s)
• Helps you avoid conflicts or overlaps
• View modes: Day or Week
• You can scroll between days/weeks using arrow controls

🖊️ Right Panel – Shift Details

This is where you configure or edit shift information.

It includes every available field:

Required:

• Title
• Division (if applicable)
• Date or Date + Time

Optional:

• Repeats (Daily, Weekly, Monthly, etc.)
• Reminders (Internal/External)
• Project, Phase, Cost Code
• Lock Clock-In Details
• Color
• Assigned Users
• Teams
• Expected User Groups
• Category
• Description
• Attachments
• Assigned Form Template

🧾 Shift Creation Options

At the bottom of the slider, you’ll see 3 action buttons:

👤 Assigning Users From the Shift Slider

Within the Assigned Users section:

• Filter users by label (e.g. Carpenter, First Aid)
• View users’ existing workload using the User Schedule tool
• If users have addresses saved, you'll see their distance from the job site

📌 This helps dispatchers choose the right person with the right skills who is closest and available.

🧠 Draft Shifts & Pending Users

If you Save as Draft, the shift will:

• Appear as transparent
• Show a new section called Pending Users if someone applies
• Allow dispatchers to approve or reject applicants before publishing

✏️ Editing a Shift Later

• Click any shift (draft or published) to reopen the slider
• Make changes to time, users, project, etc.
• All assigned users will be notified of the update (if notifications are enabled)

🔔 Shift Change Notifications

To ensure updates are sent:

• Go to Settings > Notifications
• Enable:
  • Shift Assignment/Update Notifications
  • Scheduled Shift Reminders

Also check:

• Email & Push Preferences are on under Settings > Preferences