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 Routes > Shift Employee Routes
- 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 supports shift service reports for employee transportation, with Excel export. Access depends on your company's setup and account permissions.
Shift reports help you review:
- Number of employees per shift
- Service utilization
- Shift-based attendance tracking
See Data Validation for more about shift service reports and account access.
Daily driver plans and driver timesheets can also be provided as custom solutions based on your company's requests. Contact RouteBot to discuss the scope and format you need.
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