It's easy to create shifts for employees as long as you have administrator, scheduling administrator, or schedule group manager access.
On the main menu click Schedule.
Next to an employee, hover your mouse on a slot under a day you want to add a shift to. Click the Add new button that appears.
If your employee is in a scheduling group that has been assigned a shift template, you can either select an existing shift, or you can create a new shift.
If you select an existing shift skip to Step 8.
If it is a new shift, name the shift.
Specify when the shift begins and when it ends.
If required, specify the length of the unpaid break.
If required, select what Area this shift will take place.
📌TIP: If you'll be recreating this shift later on, to save you time recreating it from scratch again, select Save as shift template. This is added as a shift template and the next time you add a shift it shows under Select from existing shifts.
This won't save the unpaid break specified in Step 4. You will later need to edit the shift template and add the unpaid break permanently there.
Click Add.
The shift appears on the slot in your schedule calendar, slightly faded. If an employee logs into Sage HR to view their schedule, they do not see this created shift until it gets published.
📎NOTE: When you create a shift, if the shift is assigned to an area, and your employee is already assigned to a different default area, the employee’s default assigned area will take precedence and show on the created shift.
A scheduling group manager can override this by editing the shift afterwards and changing it to the required area. This is particularly useful when your employee has agreed to replace someone in another area to cover a shift.
Next Steps
When you're ready for your employees to see the shifts you have added for them, you can publish the shifts