Shifts

Shifts in HirePOS provide consistent names for different types of staff work.

They can be selected when scheduling Tasks and when recording Timesheets, making it easier to identify and report on the type of work being performed.

Examples might include:

• Event Setup

• Pack Down

• Delivery

• Pickup

• Service

• Weekend Work

A Shift is primarily a classification for the work.

It can be selected on:

• Tasks and Related Tasks

• HR scheduling

• Timesheets

Shifts can also control whether related Staff/Crew appear with Delivery or Pickup work on the Delivery/Pickup Schedule.

A Shift does not itself define the task duration, employee pay rate or customer charge rate.

To create a Shift:

1. Go to HR > Shifts.

2. Click New Shift.

3. Enter the Shift Name.

4. Enable the Delivery or Pickup Schedule options if required.

5. Save the Shift.

When creating a scheduled Task through areas such as:

• HR > Calendar

• HR > Tasks

• Sales Record > Extras > Related Tasks

select the appropriate Shift.

When creating a Related Task from a Sales Record, selecting the Shift can automatically prefill the Task Description.

You can still adjust the remaining task details, including scheduled time, estimated duration, Staff/Crew and Rate.

A Shift can also be selected when entering a Timesheet.

This allows the actual time worked to carry the same work classification used when planning Tasks.

The Shift is optional unless your own business workflow requires it.

Enable Delivery Schedule on a Shift when Staff/Crew assigned to Tasks using that Shift should be associated with delivery work on the Delivery/Pickup Schedule.

For example, create a Shift called Delivery Crew and enable Delivery Schedule.

Enable Pickup Schedule when the Shift is used for staff assigned to pickup work.

For example, create a Shift called Pickup Crew and enable Pickup Schedule.

A Shift can then be selected on Related Tasks associated with the relevant Sales Record.

See Crew/Staff and the Delivery/Pickup Schedule.