Manage shifts for QuickBooks Time web

Learn how to create, assign, publish, change schedule view, print, and delete the schedule for QuickBooks Time.

Learn how to: 

• Create a shift
• Assign team members to an existing shift
• Publish multiple shifts
• Revert a published shift to draft status
• Print a copy of the schedule
• Change or delete a shift

Create a shift

To create a shift

1. In QuickBooks Time, go to Schedule.
2. Do one of the following:
   • Select inside a cell.
   • Select Actions, then Add Shift.
3. Enter these items in the shift editor window. All are optional except start date, and start and end times:
   • All Day
   • Repeat
     •  Select the frequency and end date, and select Done.
     • When choosing when to End Repeat, if you select On, the limit is 1 year. If you select After, the limit is 365 shifts.
   • Title
   • Colour
   • Start Date
   • Start Time and End Time (with timezone)
   • Team Members
     • If no team members are assigned to the shift, it appears at the top of your calendar in the Unassigned row.
   • Job or Customer
     • This is needed if you want your team members to clock in to a shift in the Workforce app.
   • Location
     • Will auto-fill with suggested locations from Google maps.
   • Notes
   • Add fields (custom fields)
4. Do one of the following:
   • Save Draft: Saves the shift without publishing it to the assigned team members' calendars. Will display in white in the calendar. 
   • Publish: Assigns the shift to team member and manager calendars. Published shifts display in their selected colour.

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Assign team members to an existing shift

1. Go to Schedule, and select a shift.
2. In the schedule editing window, select Edit.
3. In the Team Members field, enter one or more team members' names.
4. Select Publish. The newly assigned team member(s) receive a notification of the change.

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Publish multiple shifts

1. Go to Schedule, and select Full.
2. From the dropdown select Day, Week, or Month, then select Publish.

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Revert a published shift to draft status

1. Go to Schedule.
2. Choose the shift, and select Edit.
3. Select Save Draft.

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Print a copy of the schedule

If you need to print or save a copy of the schedule after you publish it to post for team members:

1. Go to Schedule.
2. Adjust the view for Day, Week, or Month.
3. Select Print , and choose your Destination.

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Change or delete a shift 

Change a shift

Do one of the following in the Schedule:

• Select the shift, then Edit. Make the changes, and select Publish.
• Drag the shift, and select Publish.

Delete a shift

1. Go to Schedule.
2. Select the shift, then Edit.
3. Select Delete .
   1. The shift will be removed from the team member's calendar, and they'll receive a notification.

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