Scheduling shifts and time off

Opened from the Roster (via + Add shift, an empty cell, or a shift chip), the entry dialog handles everything you put on the roster. It has three modes across the top — Shift, Recurring, and Time off — so the same dialog creates a one-off shift, a repeating pattern, or a block of leave.

This dialog opens on top of the Roster; it does not have its own page address.

Shift — a single working period

The default mode. Put one person on one shift for one day.

Field	What it does
Employee	Who the shift is for.
Shift type	Pick a predefined shift (for example Morning, which fills in the start and end times), or Custom to type your own times. Shift types are set up on the Settings tab.
From / To	Start and end time. Filled in by the shift type, or set freely for a Custom shift.
Location	Where the person works this shift (for example Reception, Boat). The list of locations is managed on the Settings tab; you can also type a one-off value.
Status	Confirmed (set), Requested (proposed, shown dashed on the roster), or Sick.
Note	A free-text note for this shift.

Note: If the new shift overlaps another shift the same person already has that day, the dialog warns you (Overlaps another shift of this employee on the same day) — Gurita does not stack overlapping shifts.

Recurring — a repeating pattern

Create the same shift across many days in one go.

1. Set the shift details (type, times, location) as above.
2. Choose the Weekdays it should fall on (for example Mon/Wed/Fri).
3. Set the From and To dates that bound the repetition.
4. The dialog previews how many shifts it will create (Creates up to {n} shifts).

When you save, Gurita creates one shift on each matching day, and reports the result — for example {c} created · {l} skipped (leave) · {d} duplicates skipped:

• Skipped (leave): days where the person already has full-day time off are left out — a recurring shift never lands on someone's day off.
• Duplicates skipped: days where an identical shift already exists are not doubled up, so it's safe to re-run a pattern.

Time off — holiday, sick leave, unpaid

Record a block of leave instead of a shift.

Field	What it does
Employee	Who is off.
Type	Holiday, Sick leave, or Unpaid off.
From / To	The date range of the leave (a single day if From and To are the same).
Day part	For a single day, mark it All day, Morning, or Afternoon. Half-days let someone take a morning off and still work the afternoon.
Note	A free-text reason or reference.

Time off shows on the roster in its own colour (see the legend) and, for holidays, counts toward that person's holiday allowance on their Team profile.

Warning: A full-day leave hides any shift on the same day (A full-day leave covers this day — the shift stays hidden until the leave is removed). Use a Morning/Afternoon half-day if the person still works part of the day.

Saving, editing, and deleting

• Save stores the entry and returns you to the roster, which refreshes to show it.
• Re-opening an existing shift or leave shows Edit shift / Edit time off with a Delete action to remove it.

Who can access this

Requires the Shift permission with create/update rights. Visible when the Shift Plan module is active.

Related chapters

• The Roster — where these entries appear and how a day is confirmed.
• The Team — holiday allowance and each person's month view of shifts and leave.