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Must know
  • Seeing shifts needs the View Staff permission. Creating, editing, confirming and deleting them needs Edit Staff.
  • Uplifter doesn’t check availability, overlapping shifts or how many hours you schedule, and staff aren’t emailed or texted about shifts.
  • New shifts start as Scheduled. Use the Actions menu to mark one Confirmed or Completed.
A shift is an employee, a free-text Shift Type / Role, a date, start and end times, an optional location and a status.
1

Open the schedule

Open My Organization > Schedules and stay on the Shifts & Assignments tab. Use the Table and Calendar toggle, next to Create Shift, to switch views.
2

Create the shift

Click Create Shift. In the Create New Shift panel, choose the Employee, enter a Shift Type / Role (such as “Opening Manager”), and pick the Date. Start Time and End Time start at 9:00 AM and 5:00 PM. Location (Optional) lists your facilities, or leave it on No specific location. Then click Create Shift. The button stays disabled until Employee, Shift Type / Role and Date are filled in. Check your times: Uplifter saves an End Time that is earlier than the Start Time without a warning.
3

Edit, confirm or delete

In Table view, open a row’s Actions menu (the three dots at the end of the row) and choose Edit Shift, Mark Confirmed, Mark Completed or Delete Shift. Deleting asks you to confirm and can’t be undone. In Calendar view, click a shift to edit it, then click Save Changes. The calendar has no delete option.
Table view. Columns are Date, Time, Role, Employee, Location and Status. With no shifts it reads “No shifts scheduled.” Calendar view. One week at a time, starting on Sunday, with arrows and a Today button. Each tile shows the time, status, the employee’s first name and the role. Statuses are Scheduled, Confirmed, In Progress, Completed, Cancelled and No Show. Who you can pick. The Employee list includes invited staff but not deactivated staff. Where else shifts show. A staff profile shows a Shifts count and, under Recent Shifts on the Schedule tab, up to 20 shifts with the latest date first (upcoming shifts included). The Facility Usage tab lists each facility with the shifts assigned to it today. If staff or facilities go away. Deactivating a staff member removes their shifts dated after today. Removing one who isn’t also a guardian deletes all their shifts. Deleting a facility keeps its shifts and clears their location. Record of changes. Creating, editing and deleting a shift is logged as a Shift entry in the Activity log, visible to admins. Related: How do I set staff weekly availability? · How do staff clock in and out? · What’s on a staff member’s profile? · How do I see who changed what in my club?