# Shift Configuration

This allows administrators to create and manage **shift schedules** for teams within the organization. It helps define shift timings, working days, business hours, effective periods, team allocation, and shift-based ticket assignment workflows.

Shift configurations are used to organize operational coverage, distribute workload across teams, and automate ticket assignment based on configured shift schedules and availability.

## **What you see on the screen**

The Shift Configuration page displays configured **teams and their assigned shift schedules.** Users can view shift timings, team details, and manage shifts using the timeline view.

The left panel displays available teams, while the main section displays configured shifts with options to add, edit, or delete shift configurations.

Shift Configuration **| Basic Details**

<table><thead><tr><th width="141.79998779296875">Label</th><th width="199.79998779296875">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Teams</strong></td><td>View configured teams</td><td>Displays the list of available teams configured for shift management.</td></tr><tr><td><strong>Team List</strong></td><td>Select team</td><td>Allows users to select a team and view its configured shift schedules.</td></tr><tr><td><strong>Shift Timeline</strong></td><td>View shift schedule</td><td>Displays configured shift timings and schedule duration for the selected team.</td></tr><tr><td><strong>Shift Details</strong></td><td>View shift information</td><td>Displays configured shift name, assigned team, shift duration, and total team members.</td></tr><tr><td><strong>Shift Duration</strong></td><td>View shift timing</td><td>Displays the configured start and end timing of the shift.<br><br>Example: 09:30 - 15:30</td></tr><tr><td><strong>Team Count</strong></td><td>View member count</td><td>Displays the total number of users assigned to the shift team.</td></tr><tr><td><strong>Timeline View</strong></td><td>View schedule timeline</td><td>Displays shift schedules in a timeline-based format for easier visibility of operational coverage.</td></tr><tr><td><strong>Actions</strong></td><td></td><td></td></tr><tr><td><strong>Edit</strong></td><td>Modify shift</td><td>Allows users to edit the selected shift configuration.</td></tr><tr><td><strong>Delete</strong></td><td>Remove shift</td><td>Deletes the selected shift configuration after confirmation.</td></tr></tbody></table>

## **Add Shift**

The configured shifts are used for operational scheduling and automatic ticket assignment based on configured shift timings.

Add Shift **| Field Descriptions**

<table><thead><tr><th width="170.60003662109375">Label</th><th width="196">Action</th><th>Description / Example</th></tr></thead><tbody><tr><td><strong>Select Team*</strong></td><td>Select team</td><td>Specifies the team for which the shift should be configured. This field is mandatory.</td></tr><tr><td><strong>Select Business hours*</strong></td><td>Select business hour profile</td><td>Associates the shift with a configured business hour profile. This field is mandatory.</td></tr><tr><td><strong>Shift Name*</strong></td><td>Enter shift name</td><td>Specifies the name of the shift. This field is mandatory.<br><br><strong>Example:</strong> Morning Shift</td></tr><tr><td><strong>Shift Code</strong></td><td>Enter shift code</td><td>Defines a unique code or identifier for the shift.<br><br><strong>Example:</strong> MORN-01</td></tr><tr><td><strong>Min. Team Size*</strong></td><td>Enter minimum team size</td><td>Specifies the minimum number of users required for the shift. This field is mandatory.</td></tr><tr><td><strong>Team color*</strong></td><td>Select color</td><td>Defines the color used to visually represent the shift in the schedule timeline.</td></tr><tr><td><strong>Effective From*</strong></td><td>Select effective start date</td><td>Specifies the date from which the shift configuration becomes active. This field is mandatory.</td></tr><tr><td><strong>Effective Till*</strong></td><td>Select effective end date</td><td>Specifies the date until which the shift configuration remains active.</td></tr><tr><td><strong>Shift does not have an end date</strong></td><td>Enable/disable checkbox</td><td>Allows the shift to remain active without configuring an end date.</td></tr><tr><td><strong>Add a note</strong></td><td>Add additional note</td><td>Allows users to attach notes or comments related to the shift configuration.</td></tr></tbody></table>

![](/files/80ea36d6da041711d02a0ac62ff57533bb12fb05)

{% hint style="success" %}
Based on the configured business hours, users can define shift start and end timings for each day of the week.

The Shift Timing section allows separate schedule configurations for individual weekdays, while the **Apply to All** option automatically applies the same shift timing across all working days.
{% endhint %}

![](/files/da4173c0401c8154a8977c4a9080fb2bb421ad98)

Once the required details are configured, click on **Submit** to save the shift details and create the shift schedule.

{% hint style="info" %}

* Mandatory fields are marked with an **asterisk (\*).**
* Ticket assignment workflows can use configured shift timings for operational allocation and routing.
* All shift creation, update, and deletion activities are recorded in audit logs.
  {% endhint %}


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