Customizing shift types

Looking into classifying and filtering your shifts better? In this article, we'll walk you through customizing shift types.

Matt McCann avatar
Written by Matt McCann
Updated over a week ago

Shift types allow you to organize shifts according to categories that make sense to you and your team.

Some organizations use shift types to segregate shifts based on the type of care provided, while others use it to distinguish shifts provided in one facility from the others.

Adding a new shift type

Here’s how you can add and customize shift types for your organization:

  1. On the ShiftCare website’s lefthand menu, go to Account.

  2. Click Settings.

  3. Scroll down to the Shift Types section.

  4. Click Edit.

  5. A new dialogue box will open where the existing shift types’ name, external id, color, and the time it was last updated is displayed.

  6. Click Add new shift type.

  7. This will add a new row at the bottom of the list. Type a name for your new shift type.

  8. Under External id, input a code. The External ID can be used to create pay rules in KeyPay if required.

  9. Click the color box to assign a particular color for the shift type. This is particularly useful to better recognize shift types on your Scheduler.

  10. Once you’re done, click Save.

Archiving shift types

If you’d like to archive a shift type, Follow these steps:

  1. On the website’s lefthand menu, go to Account.

  2. Click Settings.

  3. Scroll down to the Shift Types section.

  4. Click Edit.

  5. A new dialogue box will open.

  6. Click the red bin icon at the rightmost side of a shift type to archive it.
    📝 Note: Some default shift types can’t be archived.

Show and unarchive shift types

Should you need to unarchive a shift type, follow these steps:

  1. Go to Account Settings

  2. Look for the Shift types section, then click Edit.

  3. On the dialog box’s upper left corner, toggle Show archived on.

Should you need more help, feel free to get in touch with our support team through chat or email us at support@shiftcare.com. We’re always just a message away.

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