Shift Management

Shift Management provides an advanced, full-screen interface for managing shift-based transportation services. While the Shifts page allows you to create and edit shifts, Shift Management focuses on real-time service operations and employee assignments within each shift.

What is Shift Management?

Shift Management is a comprehensive view that combines:

  • Shift information and timing
  • Associated shift-entry pickup services
  • Employee assignments and distribution
  • Route visualization and optimization
  • Real-time service status

Accessing Shift Management

  1. Click Shift Management in the main navigation
  2. You'll see a list of all shifts on the left side
  3. Select a shift to view its full details on the right

Note: The Shift Management feature requires shift access permissions.

Understanding the Interface

Master-Detail Layout

Shift Management uses a master-detail layout:

  • Left Panel: List of all shifts with key information
  • Right Panel: Full details of the selected shift

Shift List Columns

The shift list displays:

Column Description
Client The company associated with the shift
Day The day of the week for this shift
Name The shift's descriptive name
Description Additional details about the shift
Number of Personnel Count of employees registered for the shift
Service Arrival Time When shuttles should arrive at the company
Service Leave Time When shuttles depart from the company

Shift Details Panel

When you select a shift, you'll see:

Shift Information

  • Shift name and date
  • Company information
  • Service timing details
  • Quick action buttons

Service Analyzer

The Service Analyzer provides:

  • List of pickup services for the shift
  • Employee distribution across services
  • Route map visualization
  • Service optimization tools

Working with Shift Services

Pickup Services (Get On)

Services that collect employees and bring them to work:

  • Organized by the shift's arrival time
  • Shows employees assigned to each service
  • Displays route and stop information
  • Filtered by the shift date

Drop-off Services (Get Off)

Return shuttles take employees home after work and have their own departure times and stop order. Manage them under Routes > Shift Employee Routes. The Shift Management analyzer described here shows Shift Entry Employees and Shift Entry Shuttles; creating entry shuttles does not automatically create return shuttles.

Service Filtering

Services are automatically filtered by:

  • The selected shift
  • The pickup service type shown in this analyzer
  • The shift date (calculated from the shift day)

Employee Management

Viewing Employees

See all employees registered for the shift:

  • Employee names and contact information
  • Assigned service for each employee
  • Pickup/drop-off locations
  • Special requirements or notes

Assigning Employees to Services

  1. Select a shift from the list
  2. View the available services
  3. Use the employee's shuttle selector to assign them to an existing service
  4. Review the old and new services' passengers, stop order, capacity, and times

Changing the selected shuttle updates that employee's service assignment. Changing an employee's shift updates shift membership. These actions do not automatically regenerate every affected route. Optimize and save the affected services when their stop order or schedule needs recalculation.

Unassigned Employees

The system highlights:

  • Employees registered for the shift but not assigned to a service
  • Employees with incomplete information
  • Any assignment conflicts

Route Visualization

Map Features

The Shift Management map shows:

  • Employee pickup locations
  • Current service routes
  • Employee clusters
  • Company destination

Route Optimization

To optimize an existing shift service:

  1. Open Routes > Shift Employee Routes
  2. Open the service you want to edit
  3. Click Optimize on its map
  4. Review the calculated stop order and times
  5. Use Update to save the service

New shuttle proposals can be optimized in Automated Shuttle Operations and are saved with Approve Shuttles, as described below.

Generating Shuttles for a Shift

  1. Check Shift Entry Employees and the shift's service arrival time
  2. Open Automated Shuttle Operations
  3. Click Create Shuttles to calculate proposed passenger groups
  4. Wait for the calculation, then review the proposed shuttles
  5. Adjust passenger assignments, names, drivers, and pickup times as needed
  6. Use Approve Shuttles to create the service records

The proposal is reviewed before service records are created. Generating new shuttles does not automatically replace the services already saved for that shift. Check for duplicates before approving a new set.

Set up return departures separately under Routes > Shift Employee Routes.

Differences from Shifts Page

Feature Shifts Page Shift Management
Primary purpose Create/edit shifts Manage daily operations
Layout Standard list/detail Full-screen master-detail
Service view Basic information Full service analyzer
Employee management Not available Full assignment interface
Route visualization Not available Interactive map
Date context General shift settings Specific shift date

Best Practices

Daily Operations

Use Shift Management for:

  • Morning check of today's shifts
  • Verifying employee assignments
  • Last-minute route adjustments
  • Monitoring service status

Before Each Shift

  1. Open Shift Management
  2. Select the relevant shift
  3. Review employee assignments
  4. Check for unassigned employees
  5. Verify route completeness

Troubleshooting Assignments

If employees are missing from services:

  • Check if they're registered for the shift
  • Verify their profile is complete
  • Ensure they have valid addresses
  • Assign them manually if needed

Common Issues

"No services showing for shift"

  • Verify shift-based services have been created
  • Check the shift date is correct
  • Ensure services are linked to the right shift

"Employee not appearing in shift"

  • Check employee has shift access enabled
  • Verify they're registered for this shift
  • Confirm their status is active

"Services from different dates appearing"

  • The system filters by shift date
  • Verify the shift day configuration
  • Check if multiple shifts exist for the same day

Automatic Updates

Saved employee registrations and service changes are reflected in Shift Management as its data refreshes. A data refresh is separate from generating routes or optimizing a service: start those calculations explicitly, review the results, and save or approve them.

After a roster change, check both the shift's membership and each affected service. Moving an employee to another shift does not by itself rebuild the old and new shuttles.

Next Steps:

Last updated: October 9, 2026