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New Shift Creation Flow V1

Create and manage shifts faster with our new calendar view—streamlining scheduling into a visual, intuitive experience.

Updated over 3 months ago

Overview

We’ve redesigned the shift creation flow to improve usability and reduce the time it takes for admins and managers to schedule shifts. This release also integrates the new calendar, enabling users to initiate and manage shifts directly from a calendar view — offering a more intuitive and visual approach to workforce scheduling.

Impacted Users

  • Agency Owners / Admins

  • Managers (with partial permissions)

  • Caregivers

New Features and Feature Enhancements

  • Redesigned Shift Creation UI/UX: A more streamlined and user-friendly flow for creating and editing shifts.

  • New Calendar Integration: Launch the shift creation process from the calendar interface.

  • Drag-and-Drop Staff Assignment: Assign staff by simply dragging their cards into the shift—fast, visual, and satisfying.

  • Recurring Shift Support: Set up daily, weekly, monthly, or custom recurring shift patterns.

  • Client & Caregiver Selection Enhancements: Smarter filtering, search, and easier multi-select capabilities.

  • Adjustable Timeline Bars: Visually set or tweak each staff’s assignment duration by dragging the timeline bar.

  • Preserved Functionality: All current features (date/time, address, permissions) retained.

Custom recurring shift setup

Drag-to-adjust timeline bars per staff

Multi-client and multi-staff support

Feature Set

  • Drag-and-drop staff assignment

  • Drag-to-adjust timeline bars per staff

  • Recurring shift creation (daily/weekly/monthly)

  • Multi-client and multi-staff support

Affected Other Feature Areas

  • Calendar

Issues and Bug Fixes

  • Recurring overnight shifts can now be scheduled

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