The "Start shift and End shift" feature is comparable to punching in for work. It is for organizations who need to capture the shift periods worked—the actual shift times like start, stop and the breaks in between. Having visibility of these shift times allows companies to compensate their workforce appropriately.
Starting a Shift
Tapping the "Start shift" button begins recording the "actual duration" of the shift. There is a brief confirmation that the shift is started before the "Start shift" button is replaced with two other buttons "Start break" and "End shift."
Figure 1. Starting a shift using the Skedulo mobile app.
Taking a Break
Start a Break
Tapping the "Start break" button pauses the recording of the actual shift duration. There is a brief pop-up to confirm that the break has started before it changes the button, highlighting it in dark gray with the text "End break." A counter on the button begins recording the time of the break.
End a Break
Tapping the "End break" button resumes recording the actual shift duration (i.e., the break is ended). It changes the button style and updates the text back to "Start break."
Figure 2. Taking a break during a shift.
Note: The break time counter will continuously record time until the "End Break" button is tapped or the shift itself is ended. The mobile app can be closed and reopened, and the counter will still be running until it is stopped.
Breaks can be started and stopped a number of times (unlimited). Recording breaks in a shift is a manual operation—care should be taken to end a break else the timer will continue to run.
Ending a Shift
The "End shift" button becomes visible as soon as the resource has started the shift. Tapping the "End shift" button stops recording the actual shift duration.
A resource may "end shift" while on break, the behavior is the same as the above "End shift."
Figure 3. Ending a shift.
Where multiple shifts are allocated to a resource on the same day, they are listed one after the other in the agenda view. When one shift is ended, the "Start Shift" button moves to reflect the next available shift.
Figure 4. Multiple shifts being displayed on the agenda.
Recorded Shift Times
The shifts calendar view shows all the shifts assigned to the resource. The shift card shows a status label for the following:
- A shift "In progress."
- A "Completed" shift.
New shifts have no status label.
Tapping on a shift card in the shifts calendar opens the shift's details. These details contain a record of the actual start and end times plus all the breaks recorded in between.
Figure 5. Viewing the recorded shift times on the Skedulo mobile app.
Display of Resource Shift Times in Salesforce
Note: The following procedure assumes you have the correct level of permissions to access and configure your Salesforce platform—if not, seek guidance from your Salesforce administrator.
Add Shift Times to Salesforce Object
Salesforce (by default) does not show the two fields that record the actual shift times worked. They can be added to the "Resource Shift" record by performing the following:
- In Salesforce Lightning, open Setup.
- Locate the "Object Manager" and navigate to the "Resource Shift" object.
- In the "Page Layouts" section, open the "Resource Shift Layout."
- Add (drag-and-drop) the fields "Actual Start" and "Actual End" into the information section.
- Save the new layout.
Figure 6. Adding the actual shift time fields to the resource shift layout in Salesforce CRM.
View Shift Times in Salesforce
- Using Salesforce Lightning, click on the App Launcher.
- Select "Shifts."
- Select the required shift (which by-the-way contains the defined shift duration in minutes).
- Click on the "Related" tab.
- Under section "Resource Shifts," click on the "Resource Shift Name."
- The Resource Shift contains details of the "Actual Start" and "Actual End" times of the shift. (If you look back at the mobile app's recorded shift details, these actual start and end times are the same.)
- Click on the "Related" tab to see a list of any shift breaks.
- Select a break from the section "Resource Shift Break Name."
- The"Resource Shift Break Name" contains the start and end times for the break. (If you look back at the mobile app's recorded shift details, these break start and end times are the same.)
Figure 7. The details of a shift in Salesforce which includes the configured duration.
Figure 8. Accessing the related resource shift.
Figure 9. Viewing the start and end times of a resource shift.
Figure 10. Accessing a resource shift break.
Figure 11. Viewing the start and end times of a resource shift break.