Objective

Create a shift type with the name, display, and time details planners need when adding shifts to schedules.

Environment

  • You have permission to manage Scheduling Settings.
  • You know the shift patterns your organization uses and the names and time details that should appear in planning.

Resolution

  1. Open Scheduling Settings → Shift Types. Review existing types before adding one with the same purpose.
    Review reusable shift templates in the Shift Types list before adding a new one.
  2. Select Add Shift Type. Enter the shift name, display, and time details requested by your organization, then save it.
    The Edit shift form collects the name, display, color, and time details for a reusable shift type.
  3. Confirm that the new type appears in the Shift Types list.
    Note: A type is not a scheduled shift

    Creating a shift type makes it available to planners; it does not place a shift on an agent’s schedule.

To define schedule activities, see How To Create Activity Types.