Shift Kinds
Shift Kinds are the categories used to organise shifts and control their available lifecycle stages. Each shift kind has its own set of statuses, and you control what each status is called and how it behaves.
Where Shift Kinds fit
| Area | How Shift Kinds are used |
|---|---|
| Shifts | Every shift uses a shift kind. The kind determines which statuses are available. |
| Planner Settings | Shift kinds are created and maintained in workflow settings. |
| Planner Users | Visibility settings on lifecycle stages control what workers can see in the portal. |
Add a shift kind
- Go to Planner → Workflow.
- Stay on the Workflow tab.
- Enter the kind name.
- Add a description if needed.
- Set default start and end times if you want them pre-filled when creating shifts of this kind.
- Leave Active turned on if the kind should be available straight away.
- Click Add.
Edit a shift kind
- Go to Planner → Workflow.
- Find the shift kind and click Edit.
- Update the details.
- Click Save kind.
Configure lifecycle stages for a shift kind
Each shift kind has five lifecycle stages: Draft, Offered, Confirmed, Cancelled, and Completed. For each stage you can set:
| Setting | What it does |
|---|---|
| Enabled | Whether this stage can be used at all. Disabled stages do not appear in the status palette when creating or editing a shift of this kind. |
| Display label | The name shown in the UI for this stage. "Confirmed" can be relabelled "Ready to go", for example. Labels are per kind, so the same stage can have different names across different kinds. |
| Visible | Whether shifts in this stage are shown in the worker portal. Workers only see shifts where Visible is on. |
| Offerable | Whether shifts in this stage can be sent as offers to workers. Only stages with Offerable on will trigger the accept and decline flow. |
| Editable | Whether shifts in this stage can still be changed after saving. Turning this off locks the shift once it reaches that stage. |
To update lifecycle stages:
- Open Planner → Workflow.
- Find the shift kind and expand its lifecycle settings.
- Adjust the labels and turn settings on or off as needed.
- Click Save lifecycle.
Things to know
- A stage must be enabled before it can be selected from the status palette on a shift of that kind.
- Status labels are customisable per kind — do not assume names like "Confirmed" or "Completed" are the same across every kind in your setup.
- The shift kind can be changed on an existing shift, but the status is only validated against the new kind if a new status is also saved at the same time.