Help Guides

Welcome to the ZoomShift help guides! Here you will find a collection of articles that cover everything you need to master ZoomShift. Go ahead and search away.

Shift Templates

Shift templates represent the common shift times within your organization. Shift templates allow you to create schedules much faster. This guide will walk you through how to setup and use shift templates.

Tutorial Video - Getting Started - Managers

We have a tutorial video that covers some of the informaion in this article. If you like watching instead of reading you should check it out!

Watch Video

Instead of having to enter each shift’s start and end time manually you can select from your shift templates. When creating a shift you will see options like the example below if you have shift templates created.


Adding/Editing Shift Templates

There is no limit on the number of shift templates you can add to ZoomShift. Adding a new shift template is as easy clicking the New Shift Template button. After clicking this button you will see a form like the one below. Once a shift template has been added you can edit that shift template by clicking on its respective row. You will see the same form pop-up like the one below.


Assigning Shift Templates to Positions/Locations”

When editing shift templates you will notice that you have the option to select specific positions and locations. This will determine the positions and locations each shift template shows up for. For example, if you create a shift template and select a position then you will only see this shift template as an option when creating a shift for this position. If you don’t select a position or location for a shift template then it will show up as an option all the time.

Reordering Shift Templates

By default, positions are displayed in the order they are added to ZoomShift. If you want to change this order you can do so by dragging your positions to the order you want. You can do this by clicking on the reorder icon next to a positions name and then dragging it to the order you want.


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