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Shift Publishing

Shift Publishing lets you control when rostered shifts move from Unpublished to Published.

Written by Sarah May

It is designed for teams that want to build or review shifts before they are sent live.

You can publish all unpublished shifts in a date range, publish only selected shifts, review past publishing activity, and move published shifts back to Unpublished if changes are needed.

You can open Shift Publishing from the Publish button in the roster.

Staff with access to the mobile app, will only be able to see upcoming shifts, if they have been 'Published' from the web app.

Before you start

New shifts can appear as Unpublished in the roster. The Publish button may also show a small count badge, which helps you see how many unpublished shifts are currently visible in your roster view.

The shifts available inside Shift Publishing are based on the roster data for the selected date range. Current roster filters can affect what appears there, including filters such as staff, client, and location or site.

How to use it

Publish shifts by date range

  1. Open the roster.

  2. Click Publish.

  3. In Publish Shifts, choose a From date and To date.

  4. Review the counts shown at the bottom for Unpublished and Published shifts.

  5. Click Publish.

This publishes all unpublished shifts in that date range.

Publish only selected shifts

  1. Open Publish.

  2. Set your From date and To date.

  3. Turn on Choose shifts.

  4. Use the search box to narrow the list if needed.

  5. Tick the shifts you want to publish.

  6. Click Publish.

You can also use Select All to select every visible shift in the list, or Clear to remove your selections.

Unpublish shifts

  1. Open Publish.

  2. Set your From date and To date.

  3. If you want to unpublish only certain shifts, turn on Choose shifts and select them.

  4. Click Unpublish.

  5. Confirm the action.

This moves published shifts back to Unpublished so they can be edited and republished later.

View publishing history

  1. Open Publish.

  2. Click the History tab.

History shows the publish period, when it was published, whether it was a Client Roster or Site Roster, who published it, and how many shifts were included.

How filtering works

Shift Publishing can work alongside the roster filters in the header.

If you filter the roster by staff, client, or location or site before opening Shift Publishing, those filters can affect which shifts are loaded into the dialog for the selected date range.

Inside Shift Publishing, you can also use the built-in Search field when Choose shifts is turned on. This search can help you find shifts by details such as shift type, client or site, staff member, date, time, and published status.

What happens next

After publishing, the selected shifts change from Unpublished to Published.

After unpublishing, the selected shifts move back to Unpublished.

The roster refreshes after the action so the current view reflects the latest publish state. The History tab is also updated after successful publishing or unpublishing.

Troubleshooting

I cannot click Publish

The Publish button inside the dialog is only available when there is at least one unpublished shift in the selected date range, or at least one selected unpublished shift if Choose shifts is turned on.

I cannot click Unpublish

The Unpublish button is only available when there is at least one published shift in the selected date range, or at least one selected published shift if Choose shifts is turned on.

I cannot find the shift I want

Check the From date and To date first. Then review any roster filters already applied in the header, such as staff, client, or location or site. If Choose shifts is on, try clearing the search box.

The list says no shifts match the current search

Your date range is valid, but the current search text does not match any shifts in the list. Clear or change the search term and try again.

I do not see any history

If the History tab is empty, no publication history has been found yet for the available roster data.


Example use case

A coordinator builds next week’s roster across several clients. The shifts stay unpublished while the team reviews staffing and timing. Once the roster is ready, the coordinator opens Publish, sets the date range for next week, checks the unpublished count, and publishes the final shifts.

If one shift needs to be changed later, they can reopen Publish, select that shift only, and move it back to Unpublished.

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