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This guide includes features awaiting release. If an option is not available in your workspace, contact StackShift Support.

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What you can do

Arrange who is working and handle changes without losing sight of inbox coverage. Where to find it: Workforce → Schedules, Leave, Shift requests, Coverage gaps and Adherence

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Before you start

  • Workforce access and appropriate staff-management permission for approvals.
  • Your team’s timezone and staffing needs.

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Steps

1
Create or open a schedule and choose its timezone. Add shifts, staff, skills, breaks and any recurrence.
2
Review validation results for overlapping shifts and configured rest or weekly limits before publishing or applying changes.
3
Review Leave and Shift requests, checking affected coverage before approving a request or swap.
4
Use Coverage gaps to find times needing attention and adjust assignments or schedules.
5
Review Adherence to compare recorded availability with the schedule. Inspect the context of a discrepancy before drawing conclusions.

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Example

Approve a shift swap only after confirming the replacement can cover the inbox and required skills.

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Things to know

  • Scheduling and Routing enforcement are separate: review enforcement before assuming a shift changes assignments.
  • Schedule checks follow configured rules and do not replace your responsibility for applicable employment policies.

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What happens next

The team has an understandable schedule and a process for handling absences and changes.

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If something goes wrong

  • Shift rejected: fix the reported overlap, duration or rest rule.
  • Staff still receives work out of hours: inspect routing enforcement and current availability.

Forecast demand and compare staffing options

Estimate future workload and see how staffing assumptions affect coverage.

Route conversations to the right team

Control who receives work and which staff are available to take it.