User GuideShift Management

Shift Management

Schedule shifts at your job sites, see who is on site, and pay for the hours people really worked. Workers clock in and out with the TeamTrackin mobile app. You run everything from the web app.

Job Sites, Scheduling, Attendance, Live Map, Swaps, Payroll
User GuideShift Management

Overview & Plans

Shift Management is for teams who work at job sites, not at a desk. You create job sites, schedule shifts and publish them. Workers get the shift on the TeamTrackin mobile app and clock in when they arrive. You see attendance and a live map in the web app. Worked hours flow into reports and payroll.

In the web app sidebar, all pages sit under the Shift Management section:

ScheduleAttendanceLive mapSwapsJob sitesApp healthShift settings

Plans and pricing

Shift plan
$4.99per user / month
Yearly: $53.89 per user / year (10% off)
A standalone plan for shift-only teams. Every user can work shifts.
Shift add-on
$3per shift seat / month
Yearly: $32.40 per seat / year (10% off)
Add shifts to Basic, Standard or Premium. You pay only for Field and Both seats.

Turning it on

1
Sign in as the company owner
Only the owner can change the plan.
2
Open Plan overview
Go to your billing area and open Plan overview.
3
Click “Add Shift add-on”
Confirm the add-on. The Shift Management section appears in the sidebar.
4
Pick who works shifts
Give the right people a Field or Both seat. See the next section.

On the standalone Shift plan, Shift Management is already on. You don't need the add-on.

Who Works Shifts

Each user has a seat type. The seat type decides which app they use and whether they can be scheduled.

Seat typeUsesCan be scheduled?
DesktopDesktop agent only. Normal time and productivity tracking.No
FieldMobile app only. Works shifts at job sites.Yes
BothDesktop agent and mobile app.Yes
Who works shifts? — seat picker
AR
Ali Raza
DesktopFieldBoth
SK
Sara Khan
DesktopFieldBoth
JM
John Miles
DesktopFieldBoth
ML
Maria Lopez
DesktopFieldBoth
Where to change it — Shift Management → Shift settings → Manage workers, or the Users page.
Billing on the add-on — Field and Both seats are billed on the Shift add-on. Desktop seats are not.
Billing on the Shift plan — Everyone is billed on the Shift plan.

Only Field and Both workers appear as rows on the Schedule. If someone is missing, check their seat type first.

Job Sites

A job site is a place where shifts happen. Each site has a pin on the map and a geofence circle around it. The app uses the geofence to tell if a worker is on site.

Shift Management → Job sites → New site
◎ Use my location
Site name
Harbour Warehouse
Geofence radius
150 m
Timezone
Europe/London (auto)
Address
12 Dock Rd
1
Open Shift Management → Job sites
Click to add a new site.
2
Drop a pin
Click the map where the site is. If you are standing at the site, click “Use my location”.
3
Set the geofence radius
Choose between 50 and 2000 metres. The default is 150 m. Make it big enough to cover the whole site and car park.
4
Check the timezone
The timezone is detected from the pin. You can pick a different one by hand if needed.
5
Save
The site is now ready to use on the Schedule.

GPS on phones can drift by 20–50 m, more indoors. A radius that is too small causes false "off site" flags.

Scheduling

Open Shift Management → Schedule. You see one week. Each row is a worker and each column is a day.

Shift Management → Schedule
Week of 14 Sep2 drafts
Copy last weekPublish week
Mon
Tue
Wed
Thu
Fri
Open shifts
08:00–16:00 · 1 short
Ali Raza
08:00–16:00
08:00–16:00
+
22:00–06:00 ☾
08:00–16:00 · draft
Maria Lopez
+
12:00–20:00
12:00–20:00
+
12:00–20:00 · draft
1
Click a day in a worker's row
A shift form opens for that worker and day.
2
Fill in the shift
Pick the job site, start and end time, unpaid break and headcount. If the end time is before the start time, it becomes an overnight shift that ends the next day.
3
Save as a draft
Drafts are only visible to admins. Workers are not told yet.
4
Publish
Click “Publish week” to publish every draft in the week at once. Workers get a push and an email.
FeatureWhat it does
Draft vs publishedDrafts are private to admins. Published shifts show on the worker's app and send notifications.
Overnight shiftsA shift that crosses midnight, e.g. 22:00–06:00. It belongs to the day it starts.
Headcount & Open shiftsSet how many people a shift needs. Unfilled places show in the Open shifts row with a “short” badge.
Copy last weekCopies all shifts from the previous week into this week as drafts.
Repeat every weekMakes the shift repeat. The next 4 weeks are created straight away.
CancelKeeps the shift on record as cancelled and tells the worker. Use this for published shifts.
DeleteRemoves a draft that nobody has seen yet.

Times and timezones

Site time — Shift times are always shown in the job site's timezone.
“Your time” line — If you are in a different timezone, a small line under the shift shows the time where you are.
Shifts without a site — These use the company timezone from Shift settings.

Publishing notifies workers right away. Check the week before you click Publish week.

Attendance

Open Shift Management → Attendance to see every shift for a day and what happened with it.

Shift Management → Attendance
12
Scheduled
8
On site
2
Late
1
No-show
Ali RazaHarbour Warehouse08:00–16:0008:03On siteAdjust
Maria LopezNorth Depot08:00–16:0008:17LateAdjust
Tom HaleNorth Depot08:00–16:00—No-showAdjust
Sara KhanHarbour Warehouse14:00–22:00—UpcomingAdjust
StatusMeaning
UpcomingThe shift has not started yet.
Not clocked inThe shift has started but the worker has not clocked in.
On siteThe worker is clocked in.
CompletedThe worker clocked out.
No-showThe worker did not clock in before the no-show time.
LateThe worker clocked in after the late threshold.
KPIs — The tiles at the top count scheduled, on site, late and no-show shifts for the day.
Filters — Filter by date, job site, worker and status.
Adjust — Fix a clock-in or clock-out time. A reason is required. The row then shows an “Edited” tag.
Record for a worker — Clock someone in or out for them when they have no phone or their phone died.
Route link — Opens the worker's route for that shift on the Live map.

Every edit is saved with who made it, when and why. The original times are kept.

Live Map

Open Shift Management → Live map to see everyone who is clocked in right now. The map updates every 30 seconds.

Shift Management → Live map
AR
SK
ML
JD
TH
Harbour Warehouse
Arrived 07:58
Left —
MarkerMeaning
GreenInside the job site's geofence.
RedOutside the geofence.
GreyThe shift has no geofence (no job site).
FadedNo signal from the phone for 10 minutes or more.

Click a worker to see their route for the shift and the times they Arrived at and Left the site.

Shift Swaps

Workers can ask a teammate to cover a shift from the mobile app. You have the final say.

1
Worker asks a teammate
In the app, the worker taps “Can't make it?” on the shift and picks a teammate.
2
Teammate accepts
The teammate gets a notification and accepts or declines.
3
Admin approves or declines
Open Shift Management → Swaps. Approve to move the shift to the teammate, or decline to keep it as it is.
Shift Management → Swaps
Ali Raza → Maria Lopez
Thu 17 Sep · 22:00–06:00 · Harbour Warehouse
Teammate accepted
DeclineApprove

You can't approve a swap after the shift has started. Deal with late requests on the Attendance page instead.

Shift Settings

Open Shift Management → Shift settings. These rules apply to the whole company.

SettingWhat it doesDefault
Outside the siteAllow & flag — the worker can clock in, and the entry is flagged. Block — the worker can't clock in until inside the geofence.Allow & flag
Late afterMinutes after the start time before a clock-in counts as late.10 min
No-show afterMinutes after the start time before a missing clock-in becomes a no-show. Must be longer than “Late after”.30 min
Auto clock-outClocks the worker out 60 minutes after the shift ends if they forget.On
Company timezoneUsed for shifts without a job site.—
Location historyHow long location points are kept: 6 to 12 months.6 months
Email workersSend shift emails to workers as well as push notifications.On
No-show alertsTell admins when a worker becomes a no-show.On
Weekly summarySend admins a weekly summary email.On

Manage workers is also here. Use it to change who has a Field or Both seat.

Notifications

TeamTrackin sends these messages automatically. You can turn some off in Shift settings.

EventWho gets itHow
Shift publishedThe workerPush + email
Shift changedThe workerPush + email
Shift cancelledThe workerPush + email
Shift starts in 1 hourThe workerPush
Swap eventsThe workers involved — asked, accepted, declined, approved. Admins are told when a swap is waiting for approval.Push
No-showAdmins (turn off with “No-show alerts”)Alert
Weekly summaryAdminsEmail, Mondays at 07:00 UTC

App Health

Open Shift Management → App health to check each worker's phone. Most attendance problems start here.

ColumnWhat to look for
App set up?Has the worker signed in to the mobile app?
Location permissionAlwaysWhile openOff
NotificationsOn or off. If off, the worker won't see shift updates.
Unsynced updatesClock-ins or location points still on the phone, waiting for signal.
Rejected updatesUpdates the server could not accept, e.g. for a cancelled shift.
GPS accuracyHow precise the last location was. Big numbers mean poor signal.
Battery useWhether the phone is limiting the app in the background.

Common fixes

Location is “While open” — Ask the worker to set it to “Allow all the time” (Android) or “Always” (iPhone).
Location or notifications off — Worker opens Profile → Location & notification access in the app.
Updates stuck on the phone — Worker opens the app with signal. They must not log out or uninstall first.
Faded on the map on Android — Set battery use to Unrestricted. See the mobile app guide for each phone brand.

Reports & Payroll

Open Reports → Shifts for shift numbers over any date range. You can download it as a PDF.

Reports → Shifts
312h
Scheduled
298h
Worked
6%
Late
96%
Attendance
In the report — Scheduled vs worked hours, shifts attended, late %, no-shows, attendance %, hourly shift pay, hours by job site.
Worked time — Clock-out minus clock-in, minus the scheduled unpaid break.
Which day — Hours count on the shift's local start date, so overnight shifts land on one day.
Payroll — Shift hours are included in Payroll calculated pay, the Timesheet and Team overview.
Productivity — Productivity scores use desktop time only. Shift hours don't affect them.

Privacy

Location tracking is built to be fair to workers.

Only while clocked in — The app shares location only between clock-in and clock-out.
Visible to the worker — The worker always sees an indicator on their phone while sharing is on.
Stops at clock-out — Tracking ends as soon as the worker clocks out, or at auto clock-out.
Retention — Location history is deleted after the period set in Shift settings (6–12 months).
Audited edits — Every change to attendance times is logged with who, when and why.

Tell your workers what is tracked before they start. Share the Mobile App guide with them.

Run Every Shift From One Place

Schedule shifts, see who is on site and pay for real hours worked — with the web app for admins and the mobile app for workers.