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!

Add a Shift Note (Admins & Managers: Web)

Follow these quick steps to add a Shift Note:

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.
   
   
   
   
4. Add your message in the Shift Note field (keeping it within a 250-character limit):
   
   
   
   You can always expand the textbox's view by clicking and dragging the bottom right corner of the text box:
   
   
   
   
5. Click Save to complete these changes.
   
   

   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:

   

    

Add a Shift Note (Admins & Managers: Mobile)

Follow these quick steps to add a Shift Note:

1. Login to the mobile app and select the schedule icon at the bottom of your screen.
   
   
2. Next, select Create new shift:
   Click here to learn more about creating a schedule.
   
   
   
   
3.  Add in the shift details.
   
   
4. Click on the Notes field, and begin typing your message (keeping it within a 250-character limit):
   
   
   
   
5. Be sure to hit Save to complete these changes!
   
   

Review Shift Notes (Employees: Web)

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:
   
   
   

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

Review Shift Notes (Employees: Mobile)

1. Log in to the mobile app and select the schedule icon at the bottom of your screen.
   
   
2. Shifts that contain a Shift Note will have a blue icon next to it:
   
   
   
   They'll be visible on the Dashboard, and the Schedule page!
   
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3. Click on the shift to open it's details: