How to Create a New Shift in TrackSmart

Updated Jul 16, 2019

To create new shifts in TrackSmart, start by going to the TrackSmart web page. It will first open up to Your Dashboard, which will look like this:

In the upper right corner, there is a button that says "Schedule." Click on that option.

Once you are at your schedule, make sure the drop down bar in the upper left corner has your departments name in it, otherwise you will see all shifts for the BSC.

Now, you can create a new shift in your department. Start by clicking in the empty space on the day where the shift needs to be added:

The next step is to create the shift you need to add. You can do so by clicking on the "+New Shift Block" option in the dialogue box that comes up on your screen.

The next screen to pop up will look like this:

Type in the desired shift information and select "Add New Block."

Now, there will be an unassigned shift on the day you selected. Click on that shift to schedule an employee (it will have a red alert triangle on it):

A new dialogue box will open up that has a list of employee names. Check the box next to the name of the employee you wish to add and click "Save."

Now, the shift you created will have an employee assigned to it, and the alert notification will be gone.

Congratulations! You have successfully added a new shift!

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