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Schedule Page Overview

Get familiar with the Schedule page layout — the top bar controls, left panel, and calendar grid that make up the core scheduling interface in Shifton.


What Is This?

The Schedule page is where you view, manage, and interact with your team’s shifts on a day-by-day or week-by-week basis. It combines a powerful top toolbar, a left sidebar with filters and schedule lists, and a main calendar grid showing all shifts for your employees.


Prerequisites

#PrerequisiteDetails
1Active Shifton accountYou must have a registered company account
2At least one project and schedule createdThe Schedule page displays data from existing schedules
3Employees assigned to the projectEmployees appear as rows on the grid

Step-by-Step Instructions

Understanding the Top Bar

The top bar runs across the top of the Schedule page and contains the main controls:

ControlDescription
Publish & notifyA coral/red button that publishes the schedule and sends notifications to employees
Actions dropdownA menu with bulk operations: Duplicate Shifts, Bulk Shift Actions, and more
View settingsConfigure how the schedule grid is displayed
Import/ExportExport the schedule to Excel or PDF, or import bonuses and deductions
SettingsAccess schedule-specific settings and permissions
View mode toggleSwitch between Today, Day, 3 Days, Week, and Month views
Date navigationArrows and a date picker to move forward and backward through the calendar

Understanding the Left Panel

Shifton screenshot

The left panel sits on the left side of the page and contains:

SectionDescription
FiltersA collapsible section with multiple filter options for narrowing what is displayed on the grid
ProjectsA list of projects with checkboxes to show or hide each project’s data
Schedules listAll schedules for the selected project, each with its assigned color, a checkbox to show/hide, a warning icon if expired, and an add button to create new schedules
Show/Hide togglesSix overlay options that control what types of data appear on the grid

Understanding the Calendar Grid

Shifton screenshot

The main area of the page is the calendar grid. It is organized as follows:

Row / SectionDescription
Holidays rowThe top row of the grid, showing marked holidays for each day
Summary rowDisplays aggregated data such as total scheduled hours or employee counts per day
Open Shifts rowShows unassigned shifts (grey background) that employees can claim
Employee rowsOne row per employee, displaying their assigned shifts across the date columns

Each cell in the grid represents a specific day for a specific employee (or the open shifts / summary / holidays row). Shifts appear as colored blocks within the cells.


Access Permissions

RoleView Schedule PageUse Top Bar ControlsManage FiltersView All Employees
OwnerYesYesYesYes
AdminYesYesYesYes
ManagerYes (assigned projects)Yes (limited)YesYes (assigned employees)
EmployeeYes (own shifts only)NoLimitedNo

FAQ

Q: How do I navigate to a specific week or date?
A: Use the date navigation arrows in the top bar to move forward or backward. You can also click the date picker to jump to a specific date.

Q: Can I see multiple projects on the same grid?
A: Yes. Use the Projects section in the left panel to check the boxes for all projects you want to display simultaneously.

Q: What does the coral/red “Publish & notify” button do?
A: It publishes the current schedule state and sends notifications to all affected employees, informing them of their assigned shifts. See the Publishing and Notifying article for details.

Q: Why are some schedules showing a warning icon?
A: The warning icon indicates that the schedule has expired (its end date has passed). You can extend it or create a new schedule for the upcoming period.


Possible Issues and Solutions

IssuePossible CauseSolution
Schedule page is blank with no employeesNo employees assigned to the project or no schedules createdAssign employees to the project and create at least one schedule
Cannot see the top bar controlsYour role does not have sufficient permissionsConfirm you have Manager, Admin, or Owner access
Filters are not narrowing the viewFilters may be conflicting or not appliedClick Reset in the Filters section to clear all filters, then reapply
Open Shifts row is not visibleNo open shifts exist in the current viewOpen shifts appear only when unassigned shifts have been created
Grid loads slowlyLarge number of employees or long date rangeSwitch to a shorter view mode (Day or 3 Days) to improve performance