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Shift Planner overview

Shift Planner is flair's successor to the Legacy 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 must activate Shift Planner for your organization.

What you can do​

Managers can create multiple Shift Planners, 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 Shift Planners 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.

The Shift Planner planning view in Salesforce on the current week with the toolbar, open shifts, and employee rows

Shift Planner Shifts in the Employee Hub on the My Calendar tab with a week of published shifts

Compare Shift Planner with the Legacy Shift Planner​

Shift Planner replaces the Legacy Shift Planner, but both can run during migration.

CapabilityLegacy Shift PlannerShift Planner
SchedulesOne global view per Location.Any number of independent Shift Planners.
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 Shift Planner.
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
Shift PlannerA 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 Shift Planners let different Managers plan separate areas at the same time.

Start here​