Shift Management

With PSA Shift Management, you can schedule resources in daily shifts as part of a team Closed A group of resources who work together during a regularly-scheduled daily shift.. Resources attached to a team use a team schedule to designate their work hours.

Shift Management uses two interfaces to govern teams and shifts:

With the Manage Team page, you can create teams of resources designated to work a shift.
With the Team Schedule Planner, you can create reusable templates to define shift details (such as shift hours, number of spots on a work shift, and other details) and assign staff to work shifts (also known as time slots).

Concepts

About the Team Schedule Planner

About Team Management

Configuring Shift Management

About Team Permission Controls

Viewing Team Schedule Assignments in Planners

Tasks

Adding and Viewing Notes in Team Schedule Planner

Changing a Team Schedule

Copying a Team Schedule

Creating a Team Schedule

Staffing a Team Schedule

Linking to a Team Schedule Planner Page

Managing Team Schedule Time Slot Types

Managing Team Schedule Templates

Sending Team Schedule Notifications

Swapping Team Schedules

Reference

Copy Schedule Fields

Edit Custom Schedule Fields

Edit Template Fields

Swap Shift Fields

Team Membership Fields

Team Schedule Fields

Team Schedule Planner Fields

Team Schedule Planner Buttons and Indicators

Team Schedule Slot Fields

Team Schedule Template Slot Fields

Team Schedule Slot Type Fields

Team Schedule Template Fields