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flair Scheduler overview

flair Scheduler is flair's successor to Shift Planner for complex scheduling. Managers can run independent schedules over any time range, while employees review shifts and use self-service tools in the Employee Hub and mobile app.

Who can use this?

Managers in Salesforce and employees in the Employee Hub and flair mobile app. flair Scheduler is a paid add-on that flair must activate for your organization.

What you can do​

Managers can create multiple Schedulers, configure each Resource and Target, filter employees, use Predefined Shifts, plan recurring or Open Shifts, copy prior periods, borrow employees, approve Shift Transfer requests, and publish schedules.

Employees can review My Shifts and visible colleagues, request eligible Open Shifts, request or respond to Shift Transfers, and receive published updates.

Where it happens​

Managers configure and plan Schedulers in Salesforce. Employees use Shifts in the Employee Hub or the flair mobile app. The mobile app supports personal schedules, Open Shift requests, and Shift Transfer; the colleagues view remains in the Employee Hub.

Compare flair Scheduler with Shift Planner​

flair Scheduler replaces the legacy Shift Planner, but both can run during migration.

CapabilityShift Plannerflair Scheduler
SchedulesOne global view per Location.Any number of independent Schedulers.
Planning axesEmployee × Location.Configurable Resource × Target, including custom objects.
Time rangeWeek or month.1 week, 2 weeks, 4 weeks, 1 month, or an unlimited Custom range.
FiltersLimited.Employee, department, skill, and raw-query filters per Scheduler.
Open ShiftsSupported.Target- and skill-scoped Open Shifts.
Shift TransferNot supported.Employee request, colleague response, and Manager approval.
Predefined ShiftsBasic.Filterable templates for one-click creation.
RecurrenceSupported.Supported with per-occurrence editing.
CopyingPrevious week.Any previous period.
PublishingSynchronous for small and asynchronous for large batches.Synchronous for small and asynchronous for large batches.
Employee HubRead-only My Shifts.My Shifts, Colleagues, Open Shift requests, and Shift Transfer requests.
PermissionsManage Shifts.Flair Scheduler Admin and Flair Scheduler Manager.

Understand the core concepts​

ConceptMeaning
SchedulerA Salesforce record with its own Resource rows, Target context, filters, and Predefined Shifts.
ResourceThe planning rows, typically Employee.
TargetThe parent context, such as Location, Department, Project, or a custom object.
ShiftA scheduled work block in Shift__c with a start, end, and assignee. Every Shift has an assignee.
Open ShiftAn unassigned offer stored separately as Open_Shift__c that eligible employees can request.
Predefined ShiftA reusable time template such as Morning 06:00–14:00.

Independent Schedulers let different Managers plan separate areas at the same time.

Start here​