How to Set Up Schedules, Positions, and Job Sites in Zoho Shifts

2. Set up your business schedules

In Zoho Shifts, setting up your business includes creating schedules, positions, and job sites to match your organization’s scheduling structure.

Create a schedule

A schedule is a way to group your employees. If you manage multiple teams, departments, or locations you can use schedules to group them as per your requirements. By default, Zoho Shifts creates a schedule with your organization's name. To create a new schedule:
  1. Navigate to the Settings menu.
  2. Select Schedules, under Organization.
  3. Click +Add Schedule.
  4. Enter the schedule Name and Address.
  5. Select the appropriate Timezone.
  6. Click Save Schedule.


Create a position 

A position refers to a specific job role that an employee is assigned to perform. For example, if a Barista position is created and assigned, the employee works as a barista during the shift. A default position is created when you set up the organization. To add a new position:

  1. Navigate to the Settings menu.
  2. Select Positions under Organization.
  3. Click +Add Position.
  4. Enter the Name and pick a color to color-code the position.
  5. Choose All Schedules or Specific Schedules to assign the positions to the schedules.
    1. Select the schedules you want to assign for the position, if you have chosen Specific Schedules.
  6. Click Save Position. 

Create a job site

A job site is a work location that is away from your main business, such as clients' sites or regional office locations. To create a job site:
  1. Navigate to the Settings menu.
  2. Select Job Sites under Organization.
  3. Click +Add Job Site.
  4. Enter the job site Name and Address.
  5. Choose All Schedules or Specific Schedules to assign the job site to the schedules.
    1. Select the schedules you want to assign for the job site, if you have chosen Specific Schedules.
  6. Click Save Job Site.
 
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