Setting up shift patterns
Adam Kendall avatar
Written by Adam Kendall
Updated over a week ago

Surfboard's shift pattern builder lets you plan all of your team's shifts in one, holistic view - giving you full transparency over who will be working when.

Creating Shifts

First, create your shifts in the left toolbar by clicking 'Create new shift'.

Add in the start and end time of the shift and the timezone that you want it to be scheduled in. When applied to the schedule, Surfboard will automatically convert the time for you, so you don't need to do the maths.

Once you have created your shifts you can simply click into the pattern builder to add shifts for your surfers. Our shift pattern builder has a lot of great tools to help you schedule faster, here's some top tips:

Assigning shifts

  • Click into any day for a surfer to add a shift.

  • You can give a shift from any timezone to a surfer in any timezone - so you can schedule however makes sense to you.

  • You can add up to three shifts per surfer, per day - meaning you can easily plan split shifts to accommodate flexible working.

  • To delete a shift, hover over the shift. A bin icon will show on the shift, click it and the shift will be removed.

Rotation length and patterns

  • By default, the pattern will be set to 1 week. You can add a blank week by clicking the 'add week' button to the right of the latest week or to duplicate a week, click the 'duplicate week' button at the top-right corner of each week container.

  • The number of weeks in a pattern determines how long the rotation will be, so if there are 6 weeks, each surfers shift pattern will rotate every.6 weeks when applied to the schedule.

  • If your surfers work on different-length rotations, you'll need to create additional patterns. To do that click 'create new pattern' at the top-right of the page.

  • When you create a new pattern you'll be asked which surfers you would like to add to this pattern. When you move surfers to a new pattern, their shifts will be removed.

  • If you delete a pattern, all the surfers will be moved to the last created pattern and their shifts will be removed.

Grouping surfers

  • You can group surfers with the same shift pattern by clicking on them and holding down shift on your keyboard. Then, click on the ellipsis icon (...) and select group surfers. All surfers in a group will work the same shifts.

  • Click on a group at any time to see who's in in, remove surfers or delete the group. If you delete the group, surfers shifts will be removed.

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