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Shift notes: who a note is for and which shifts it shows on

For owners and managers2 min readUpdated

Open a shift and choose Notes. Everyone reads there the notes meant for them; the people who can edit shifts or hold the notes permission write them.

Add a note: write it (or tap an earlier note to reuse its words), then choose Who is it for: Everyone on the shift, Supervisors only (supervisors and the shift's crew lead; the crew never sees it, not even hidden), or Choose people (picked by name from the people on the shift).

Then choose Show on: This shift, Every shift at this job site, Every shift for this shift's client (only when it has one), or Every shift in the company. Tell them now sends a notification to the people it is for; it starts on for one shift and off for notes on many shifts (then it reaches the people it is for who have shifts coming up).

A note stays until someone deletes it; there is no end date. Tap a note to change its words or who it is for, or to delete it; a note on many shifts changes or leaves every shift at once. A note on many shifts shows on each of those shifts and can be changed or deleted from any of them; there is no separate list in the Menu.

A note for a client or for every shift needs company-wide access; someone limited to certain job sites writes notes for their shifts and their job sites. Workers see their notes on their shift page, with a count (and how many are new, written in the last day) on the shift in their list.

They also see them before they say yes: on a shift offered to them (Schedule → Offers, with a note count on the offer) and on an open shift they could pick up (Book a shift), where the notes for everyone show. The timesheet download prints the notes for everyone, never the supervisors-only or named ones.

Where to find it

  1. Open the shift and tap Notes.
A shift with its Notes button
Notes, on the shift.

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Still need help?

Email us at support@urtimesheet.com. In the app, you can also ask Ur Timesheet from the Menu.

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