---
title: "Creating, Editing, and Managing Shifts from the Shift Slider"
url: "https://help.ontraccr.com/en/article/creating-editing-and-managing-shifts-from-the-shift-slider"
language: "en"
last_updated: "2025-06-26T17:29:21.345Z"
---

# 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

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## **🧾 Shift Creation Options**

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

| Button | Description |
| --- | --- |
| **Cancel** | Closes the slider without saving |
| **Save as Draft** | Saves the shift in a **transparent** draft state; lets users apply to it |
| **Submit** | Publishes the shift; appears as a **solid color** on the schedule |

* * *

## **👤 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**