Workforce Management

Create a single shift

Add one shift to the roster — site, time, role and pay — with compliance checked as you fill it in.

EssentialRoster moduleSchedulingFor coordinators & schedulers~6 min

What it is

Sometimes you just need one shift: a one-off cover, an extra hand for a busy day, or a slot a client added at short notice. The new-shift form lets you build it from scratch — where it is, when it runs, what role it needs and how it pays — and assign a worker, or leave it open for the queue to fill.

As you fill the form, Hexis runs the same checks it would at publish: the worker has to be active, hold the right ticket, have no clashing shift, and stay under their hours cap. A side panel updates live, so you catch a problem while you’re still typing rather than after the roster goes out.

When to use it

  • A client asks for a one-off shift outside the usual pattern
  • You need to add cover for a single day
  • You’re building a small roster by hand rather than from a template
  • You want to draft a shift now and assign someone later

How it works

Step by step.

Workforce Management in Hexis — Schedule to demand. Fill every shift.
Workforce Management in Hexis — Schedule to demand. Fill every shift.
  1. 1

    Open a new shift

    From the roster board or the shifts list, choose to add a shift. It opens as a draft, so nothing is committed yet.

  2. 2

    Set the placement

    Pick the client and site the shift is for, and the role it needs. This drives which tickets and skills the assignment will require.

  3. 3

    Set the schedule

    Choose the date and the start and end time. The hours are worked out for you and feed the expected pay.

  4. 4

    Add pay and allowances

    Confirm the pay basis and any allowances for the shift. These flow through to the labour budget and, later, to pay.

  5. 5

    Assign a worker (or leave it open)

    Choose a worker and watch the compliance panel confirm they’re eligible — or leave the shift open and let the queue fill it.

  6. 6

    Save the shift

    Save the draft. When you’re ready, publish it so the worker is notified or, if it’s open, it lands in the open-shifts queue.

Worked example

Follow it through.

The scenario

Coastline Logistics needs one extra Forklift Operator at Docklands Distribution Centre on Wed 11 Jun, 06:00–14:00.

  1. 1 Open a new shift and set the client to Coastline Logistics, the site to Docklands Distribution Centre, the role to Forklift Operator.
  2. 2 Set the date to Wed 11 Jun and the window to 06:00–14:00 — eight hours.
  3. 3 Confirm the pay basis and add the early-start allowance.
  4. 4 Assign Daniel Cho; the side panel shows a green tick — current forklift ticket, no clash, under his cap.
  5. 5 Save the draft, then publish it.

The result

A confirmed eight-hour shift for Daniel Cho sits on the Wednesday board at Docklands, with its expected cost already counted against the Coastline budget.

Tips & notes

Good to know.

  • Leave the worker blank to create an open shift — it goes straight to the queue and starts finding eligible people.
  • A red flag on the panel blocks the assignment; an amber flag is a heads-up to check something before you publish.
  • Drafts don’t notify anyone — build a few, then publish them together when the day is set.
  • Allowances you add here carry through to the labour budget and pay, so set them now rather than fixing them later.

When you’re done

A single, fully-specified shift is on the roster — assigned and compliant, or open and ready for the queue to fill.

Ready to try it?

Every task here is a guided flow inside Hexis — the assistant walks you through it on your real data, with a person always on the call that matters.