Add a recurring shift to a schedule

Adding a recurring shift

You can create a shift that repeats daily, weekly, or monthly. Here's how:

  1. Click on Schedules from the command bar.
  2. Select the schedule you want to edit from the Schedule for dropdown.
  3. Click anywhere on the day that the first recurrence of the shift will occur.
    • Or: click on the cog () button and select  Create Shift.
    • You will then be able to select a date in the New Shift modal (in addition to the other settings listed in Step 4 below).

add recurring shift to a schedule step 1

  1. On the New Shift modal, you can define the following settings for the shift:
    1. Shift Name: Provide a short description for the shift if desired (e.g. "Library Opener"). Try to keep these as short as possible.
    2. Shift Color: Choose a color for this shift to display on the calendar. This can be helpful for organizing your shifts (e.g. Color the A.M. shift yellow and the P.M. shift green).
    3. Start: Select the time when this shift begins.
    4. End: Select the time this shift ends. Note: If you pick an End time that is earlier than the Start time, then the shift will end at that time on the following day.
    5. Repeat Pattern: Choose either a Daily, Weekly, or Monthly recurring pattern for your shift.
    6. Start Date: Select the date when your repeating shift begins.
    7. End Date: Select the date when your repeating shift ends. 
      • Note: the date of the last shift may not fall exactly on this date, depending upon your repeat pattern. For example, if a shift repeats weekly on Tuesdays and your End Date is on a Friday, the last shift will occur on the Tuesday of that week.
      • If the End Date‚Äč is left blank, then the shift will repeat indefinitely.
    8. Auto-Scheduler Maximum per Week: Select the maximum number of times one staff member can work this shift each week. This can help prevent the same person from working every occurrence of the shift.
    9. Minimum # of People: Each shift can have multiple people assigned to it. Enter the minimum number of people that need to be assigned to this shift.
    10. Enable Shift Claiming: If you have configured your schedule to allow staff to claim shifts, selecting this option will enable staff to claim this shift if it is unfilled. These shifts will appear under the Open Shifts list on the LibStaffer dashboard.
    11. Tasks & Notes: you can add optional notes that staff will be able to see with their shift assignment, such as when viewing their upcoming shifts on the dashboard.
  2. Click Save Shift or Save & Assign Staff to save the shift.
    • The Save Shift option will take you back to the calendar for the schedule.
    • The Save & Assign Shift option will take you directly to the modal for assigning staff to the shift.

add recurring shift to a schedule step 2


Repeat pattern options

Daily repeat pattern options

When using the Daily repeat pattern, the shift will occur at the same time every calendar day between the Start Date and End Date. If the End Date is left blank, then the shift will repeat every day indefinitely.

Options for the daily repeat pattern

Weekly repeat pattern options

When using the Weekly repeat pattern, the shift will occur on the selected days of the week at the specified frequency (i.e. every 2 weeks, every 3 weeks, etc.), between the Start Date and End Date. If the End Date is left blank, then the shift will repeat indefinitely.

  1. Days of Week: select which day(s) of the week when this shift will occur.
  2. Frequency: select how many weeks apart to repeat the shift. For example, if you select 1 week, then the shift will repeat every week on the selected days. If you select 4 weeks, then it will repeat every 4 weeks on the selected days.

Options for the weekly repeat pattern

Monthly repeat pattern options: same day each month

When using the Monthly repeat pattern with the Same Day Each Month repeat type, the shift will occur on the same day each month at the specified frequency (i.e. every 2 months, every 3 months, etc.), between the Start Date and End Date. If the End Date is left blank, then the shift will repeat indefinitely.

  1. Monthly Repeat Type: select Same Day Each Month.
  2. Day of Month: enter the specific day of each month where this shift will occur. For example, enter 15 and the shift will repeat on the 15th of each month (regardless of which day of the week it falls on).
  3. Frequency: select how many months apart to repeat the shift. For example, if you select 1 month, then the shift will repeat every month on the selected day. If you select 4 months, then it will repeat every 4 month on the selected day.

Options for the Same Day Each Month repeat pattern

Monthly repeat pattern options: day of month pattern

When using the Monthly repeat pattern with the Day of Month Pattern repeat type, the shift will occur on a specific weekday each month at the specified frequency (i.e. the first Monday of every month, etc.), between the Start Date and End Date. If the End Date is left blank, then the shift will repeat indefinitely.

  1. Monthly Repeat Type: select Day of Month Pattern.
  2. Week In Month: select the week of the month this shift will occur. For example, if you select 1st, then it will occur on the 1st week of each month.
  3. Day of Week: select the day of the week this shift will occur. For example, if you selected Monday, then the shift will occur on the Monday of the Week In Month that you selected.
  4. Frequency: select how many months apart to repeat the shift. For example, if you select 1 month, then the shift will repeat every month on the selected weekday. If you select 4 months, then it will repeat every 4 month on the selected weekday.

Options for the Day of Month Pattern repeat type

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