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Creating an Advanced Schedule

Build schedules with different numbers of workplaces for each shift. The Advanced schedule type is designed for enterprises where daily operations are divided into multiple shifts with varying staffing needs.


What Is This?

The Advanced schedule type uses automatic distribution to create shifts where each time slot can have a different number of required employees (workplaces). Unlike the Basic type, which assigns the same hours to everyone, the Advanced type lets you define how many people are needed during each shift period.

This is ideal for manufacturing plants, hospitals, call centers, or any operation that runs multiple shifts per day with varying coverage requirements.


Prerequisites

#PrerequisiteDetails
1Active Shifton accountYou must have a registered company account
2Admin, Owner, or Manager roleYou need permissions to create schedules
3A project with enough assigned employeesYou need sufficient staff to cover all defined workplace slots

Step-by-Step Instructions

Step 1: Basic Information

Shifton screenshot
Shifton screenshot
1
Navigate to Schedules in the sidebar and click + Add schedule.
2
Complete the basic information fields:
FieldRequiredDescription
Enter schedule nameYesA descriptive title (e.g., “Warehouse — 3 Shift Rotation”)
ColorNoChoose a color to identify this schedule
Select a projectYesSelect the project this schedule belongs to
Select datesYesSet the start and end dates — maximum 3 months
Basic employee pay rateNoBase pay rate per hour for shifts in this schedule
Select week control typeYesHow overtime is handled: Allow with confirmation (default) / Allow / Disallow

Below these fields is a section with employee action permissions (checkboxes). See the Schedule Settings and Permissions article.

1
Click Next to proceed.

Step 2: Select Schedule Type

Shifton screenshot
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On the schedule type selection screen, choose Advanced (automatic distribution).

“Offers schedule generation that allows creating a number of work shifts with a different number of workplaces for each of them. Ideal solution for enterprises that require their daily work to be divided into shifts.”

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Click Next. The schedule is created.

After Creation: Configure Shift Templates

Shifton screenshot
Shifton screenshot
Shifton screenshot
Shifton screenshot
Shifton screenshot

The Advanced type is designed to support multiple shift templates, each with a different number of required workplaces per shift. After creation:

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Click the schedule name to open it.
2
Go to the Shift Templates tab to define each shift type (e.g., morning, afternoon, night) and the number of staff required for each.
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Go to the Add employees tab to add employees.

After Creation: Add Shifts and Publish

Shifton screenshot
Shifton screenshot
Shifton screenshot
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Add shifts via Company Schedule using bulk add or manual entry.
2
Click Publish & notify employees so employees can see their shifts.

Access Permissions

RoleView ScheduleCreate Advanced ScheduleEdit ShiftsDelete Schedule
OwnerYesYesYesYes
AdminYesYesYesYes
ManagerYes (assigned projects)Yes (assigned projects)Yes (assigned projects)Yes (assigned projects)
EmployeeYes (own shifts only)NoNoNo

FAQ

Q: When should I use Advanced instead of Basic?
A: Use Advanced when your operation requires different numbers of employees at different times of day. For example, if you need 5 people in the morning, 8 in the afternoon, and 3 at night, Advanced is the right choice. If everyone works the same hours, Basic is simpler.

Q: Can I set different workplace counts for different days of the week?
A: The Advanced schedule applies the same shift structure to all selected work days. If you need different staffing levels on different days, consider creating separate schedules for those day groups.

Q: How does Shifton decide which employees get which shifts?
A: The system distributes employees automatically to balance workload. You can make manual adjustments after the schedule is generated.

Q: What happens if I do not have enough employees to fill all workplaces?
A: Shifton will fill as many slots as possible with available employees. Unfilled workplace slots will appear as open shifts that you can assign later or that employees can claim.

Q: Can I have shifts of different durations within the same schedule?
A: Yes. Each shift period can have its own start time, end time, and break settings, so shifts do not need to be the same length.


Possible Issues and Solutions

IssuePossible CauseSolution
Not enough employees assigned to shiftsFewer employees in the project than total workplaces definedAdd more employees to the project or reduce the number of workplaces
Shifts overlap in timeShift time ranges are not properly sequencedAdjust start and end times so shifts do not overlap
Employees assigned to back-to-back shiftsThe system may assign consecutive shifts if availability allowsManually adjust assignments to ensure adequate rest periods
Cannot set more than a certain number of shifts per daySystem configuration limitationCheck if your plan supports the number of shifts you need
Schedule shows uneven distributionUnequal number of employees per position or availability constraintsReview employee assignments and availability, then manually rebalance