Shift Categories

Posted on 2025-07-04 Updated on 2025-07-04

Guide: Shift Categories

Welcome to the user guide for the Shift Categories in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module.

Shift Categories

Use shift category to create shift for employees.

Create Shift Category

  • Step 1. Go to Shift Categoriesmenu under Timesheets & Leavemodule from the left sidebar
  • Step 2. Click on the Addbutton
  • Step 3. In the New shift categorypopup, fill in the following details: Name:  The name of the shift category (e.g., Morning Shift, Night Shift, 24-Hour Shift) Color:  A color code used to visually represent this shift on Work shift table.Shift start time: The time the shift begins. For a full-day shift, this could be set to12: 00 AM.Shift end time: The time the shift ends. For a 24-hour shift, this should also be set to12: 00 AMLunch start:  The time when the lunch break begins. This will be excluded from working hours calculation.Lunch end:  The time when the lunch break ends. The system will resume tracking working hours after this time.Description:  Additional notes or context about this shift category. For example: "24-hour on-call support shift".
  • Step 4. Click on the Savebutton.

Name:  The name of the shift category (e.g., Morning Shift, Night Shift, 24-Hour Shift)

Color:  A color code used to visually represent this shift on Work shift table.

Shift start time: The time the shift begins. For a full-day shift, this could be set to12: 00 AM.

Shift end time: The time the shift ends. For a 24-hour shift, this should also be set to12: 00 AM

Lunch start:  The time when the lunch break begins. This will be excluded from working hours calculation.

Lunch end:  The time when the lunch break ends. The system will resume tracking working hours after this time.

Description:  Additional notes or context about this shift category. For example: "24-hour on-call support shift".

Edit Shift Category

To edit the details of an existing shift category:

  • Step 1.Go to Shift Categoriesmenu under Timesheets & Leavemodule from the left sidebar
  • Step 2.Select the shift category need to be edited and click Editbutton
  • Step 3. Make the necessary changes and click Savebutton

Delete Shift Category

If a shift catetory is no longer operational, you can delete it. To delete a shift category:

  • Step 1.Go to Shift Categoriesmenu under Timesheets & Leavemodule from the left sidebar
  • Step 2.Select the shift category need to be deleted and click Deletebutton
  • Step 3. Confirm your selection in the following pop-up. The shift category will be deleted.

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