Shift Notes

As you build out the schedule, leave a quick message for the scheduled Employee to see as they review their shifts. Increase visibility, accountability, and prevent any miscommunication between you and the team!

SKIP AHEAD TO:
Add a Shift Note (Admins & Managers)
Review Shift Notes (Employees)

⚠️ Access to this feature may require an upgrade from your current plan. 

⚠️ Shift Notes are visible to all Employees, Assistant Manager/Managers (who are assigned to the Department, with scheduling permissions), and Admins. 


Add a Shift Note (Admins & Managers)

Use the tabs below to add a Shift Note:

Web Mobile
  1. Login as an Admin, or Manager/Assistant Manager with permissions.

  2. In the navigation bar, select the Schedule tab.

     

  3. Once on the Scheduling page, create a shift by clicking on ' + ' on a select day.
    Click here to learn more about creating a schedule.

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  4. Add your message in the Shift Note field (keeping it within a 250-character limit):

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    You can always expand the textbox's view by clicking and dragging the bottom right corner of the text box:

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  5. Click Save to complete these changes.

     

  6. As you copy a schedule from a week, you can choose to copy over shift notes too:



    Comp plan users

    For Accounts that are on the Comp plan, you'll have 3 free Shift Notes per schedule! Keep track of your remaining shift notes here:

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Review Shift Notes (Employees)

⚠️ It's only possible to review your own Shift Notes on the mobile app. Please refer to the web app if you would like to see your team's Shift Notes.
Web Mobile

There are two ways for you to view Shift Notes left by your Manager.

From the Dashboard:

  1. In the navigation bar, click on the Schedule tab. 

  2. Once on the Dashboard, hover over a shift to reveal Shift Notes:

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From a printed schedule:

  1. In the navigation bar, click on the Schedule tab. 

  2. Once on the Schedule page, select Tools > Print:



  3. Under Include on printed schedule > enable Shift notes to reveal them:

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  4. From here, you can choose to print or download the schedule as a PDF.
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