Shifts
Shifts in RouteBot help you manage transportation for employees who work on rotating or varying schedules. This feature is primarily used for personnel/employee transportation.
What is a Shift?
A Shift in RouteBot represents:
- A specific work schedule (day and time)
- A group of employees who work that schedule
- The basis for shift-based transportation services
Shifts are useful for:
- Factories with multiple work shifts
- Hospitals with rotating schedules
- Any organization where employees work different hours
Shifts vs. Shift Management
RouteBot provides two related but different pages for working with shifts:
| Page | Purpose | Best For |
|---|---|---|
| Shifts | Create and configure shift definitions | Setting up new shifts |
| Shift Management | Manage daily shift operations and services | Day-to-day operations |
For advanced shift operations including service assignment and route management, see Shift Management.
Accessing Shifts
- Click Shifts in the main navigation
- You'll see a list of all shifts in your system
Shift List Columns
The list displays:
- Client: The company this shift is for
- Day: The day of the week
- Name: The shift's name
- Description: Additional details
- Number of Personnel: Count of employees registered (updates automatically)
- Service Arrival Time: When shuttles should arrive
- Service Leave Time: When shuttles depart
Creating a New Shift
To create a shift:
- Click Create New Shift button
- Fill in the shift information
Shift Information
| Field | Description | Required |
|---|---|---|
| Company/Client | Which company this shift is for | Yes |
| Day | Which day of the week | Yes |
| Name | A descriptive name for the shift | Yes |
| Description | Additional details about the shift | No |
| Service Arrival Time | When the shuttle should arrive at the company | No |
| Service Leave Time | When the shuttle should depart from the company | No |
Day Selection
Select which day the shift applies to:
- Monday through Sunday options
- Create separate shifts for different days
- Or create one shift that applies to multiple days
Shift Naming
Use clear names that identify the shift:
- "Morning Shift - Monday"
- "Night Shift"
- "Weekend Day Shift"
Shift Times
Service Arrival Time
This is when transportation should arrive at the company:
- For pickup services, this is when the shuttle reaches the workplace
- Workers need to be ready to start their shift after this time
Service Leave Time
This is when transportation departs from the company:
- For drop-off services, this is when the shuttle leaves to take workers home
- Workers should be at the pickup point by this time
Editing a Shift
To modify an existing shift:
- Go to Shifts
- Click on the shift you want to edit
- Update the fields as needed
- Click Update to save
Deleting a Shift
To delete a shift:
- Open the shift details
- Click Delete
- Confirm the deletion
Warning: Deleting a shift affects any services and passengers linked to it.
Shifts and Personnel Services
Shifts connect to personnel services:
Creating Shift-Based Services
- Create the shift first
- Go to Services > Shift Personnel Services
- Create a service linked to the shift
- Add employees who work that shift
Employee Assignment
Employees can be marked as shift workers:
- Edit the employee record
- Enable the "Uses Shifts" option
- The employee can then be added to shift-based services
Managing Multiple Shifts
For organizations with multiple shifts:
Separate Shifts Per Day
Create different shifts for each day:
- "Monday Morning"
- "Tuesday Morning"
- etc.
Shift Categories
Create shifts by category:
- "Day Shift" (applies to multiple days)
- "Night Shift" (applies to multiple days)
- "Weekend Shift"
Rotation Schedules
For rotating schedules:
- Create all possible shift variations
- Assign employees to appropriate shifts
- Update assignments as rotations change
Shift Reports
RouteBot can generate reports based on shifts:
- Number of employees per shift
- Service utilization
- Shift-based attendance tracking
See Data Validation for accessing Shift Service Reports.
Best Practices
Clear Naming
- Use consistent naming conventions
- Include day and time in the name
- Make shifts easy to identify
Accurate Times
- Set realistic arrival and departure times
- Account for traffic and travel time
- Coordinate with actual work schedules
Regular Updates
- Review shifts when schedules change
- Update employee assignments
- Adjust times for seasonal changes
Documentation
- Use the description field for notes
- Document any special requirements
- Note contact persons for each shift
Common Issues
"No employees available for shift service"
- Check employees have "Uses Shifts" enabled
- Verify employees are assigned to the correct company
- Confirm employee status is Active
"Shift times seem wrong"
- Verify you've set both arrival and leave times
- Check the times are in the correct format (HH:MM)
- Ensure AM/PM is correct if applicable
Next Steps:
- Shift Management - Advanced shift operations and service management
- Personnel Services - Create shift-based services
- Managing Employees - Set up shift workers
- Live Tracking - Track shift services