Schedule a Shift

Who this guide is for

Business Owners, Sole Traders, Admin, and Supervisor. Tradies and Apprentices cannot create shifts. Admin and Finance cannot be selected as a shift assignee.

Overview

Book work into the calendar — date, start and end times, shift type, and the team member(s) assigned to deliver it.

Before you start

The job must already exist. Decide whether to use Fast Schedule (you know the date and time) or Choose on Board (you want to see team availability first).

You can also start from the Schedule page and create the shift calendar-first — the shift form lets you select the job during creation, so you don’t have to open the job first.

Steps

1. Open the job — from the Jobs page, a dashboard job card, or the Schedule page.
2. Scroll to the Schedule card and select Add.
3. Choose Fast Schedule or Choose on Board.
4. Enter the date, start time, and end time.
5. Select the shift type (Ad Hoc, Inspection, Reschedule).
6. Select Assign Workers and choose one or more team members (or leave unassigned to allocate later).
7. (Optional) Add Shift To-Do’s for visit-specific tasks.
8. Select Confirm Shift.

What happens next

The shift appears on the Schedule board, on the assigned worker’s dashboard, and on the job card. The assigned worker receives an email at the time of the change with the shift date, time, location, and a link back into MyApprentice. If the email is missed, the shift is still visible on the worker’s Dashboard. For repeating work, see the Scheduling Work feature article for recurring shifts.

Related guides

Assign Workers to a Shift, Add Job To-Do’s and Internal Notes, Create a job manually, View your assigned shifts.