A working pattern can cover several staff
The creation flow applies the chosen weekday and date pattern to each selected staff member. Staff do not need identical schedules: create a separate set of entries for a different pattern.
Can I plan who is working before assigning customer appointments?
Plan staff shifts, on-call coverage, and time off
Use Shifts to create working hours for technicians or office staff across a date range and selected weekdays. Include on-call coverage, overnight shifts, or scheduled time off. Review the staff calendar and edit an individual shift when coverage changes.
Plan staff shifts, on-call coverage, and time off
Choose the staff and schedule type
Open Shifts and create a schedule for technicians or office staff. Select the people who share the same working pattern, using business-unit filters when helpful.
Set the dates and weekdays
Choose the start and end dates, then select the weekdays to include. Enter the start and end times once for the selected staff and dates.
Describe the coverage
Create a normal scheduled shift or mark on-call coverage. For a shift that crosses midnight, use the overnight option. Use the time-off option with its absence type and notes when the person should be unavailable.
Create and review the calendar entries
Save the schedule to create the entries across the selected people and dates. Review them on the calendar, filtering by staff type, business unit, or shift type to inspect the coverage you need.
Adjust the individual shift
Open a calendar entry to edit its times or shift type, or remove it when appropriate. Review the resulting calendar before planning customer appointments around the team’s coverage.
Time off has its own record
Scheduling time off captures the absence type, time period, and optional note. Keep the staff calendar and absence information current when people’s availability changes.
Before you get started
Questions about this workflow
Can I enter the same schedule for several technicians?
Yes. Select the technicians, date range, weekdays, and working hours in the shift creation flow, then save the entries together.
Can I schedule office staff too?
Yes. The shift creation flow includes technician and office staff choices.
Does this also book a customer job?
A shift records the staff working period. Customer jobs and their appointments are created through job booking and dispatch.
Can I plan on-call or overnight coverage?
Yes. Choose on-call coverage or mark the shift as overnight when its end time is on the following day.
Walk through your work in Nexus
Bring an example of the work you manage today. We’ll demonstrate the steps, customer view, and setup relevant to your team.