---
title: "Allocating Shifts"
slug: "allocating-shifts"
updated: 2026-02-12T12:17:50Z
published: 2026-02-12T12:17:50Z
canonical: "help.symphonysummitai.com/allocating-shifts"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Allocating Shifts

You can allocate period and Workgroup to a Shift. Based on this configuration, the Analysts of the configured Workgroup work in the allocated Shifts for the specified period of time.

### To allocate Shifts:

1. Select **Admin > Productivity** > **General** > **Shift Management.**
2. On the **Shift Management** page, click **Allocate** on the right action panel.
3. On the **Shift Allocation** page, select the Tenant, **Workgroup**, **Start Date,** and **End Date.**
4. Click **Search**. A table listing team members for the selected Workgroup and columns for the selected dates is displayed. Allocate Shifts to the team members for the selected dates from the list.
5. Click **Submit**. The Shift is allocated to the team members of the Workgroup for a specific period of time.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1770126517525.png)

Figure: Shift Allocation page

#### Field Description

The following table describes the fields on the **Shift Allocation** page:

| **Field** | **Description** |
| --- | --- |
| **DETAILS** |
| Workgroup | Select the Workgroup/Sub Workgroup from the list to allocate the Shift. **Note**: The Sub Workgroups configured on the **Workgroup** page are also displayed in the drop-down list. To know more about how to configure the Sub Workgroups see, Configuring Workgroups. The configured Analysts for the selected Workgroup/Sub Workgroup are displayed under the **Assigned To** drop-down field on the **Incident ID** and **Service Request Detail** pages. |
| Start Date | Select the start date for Shift Allocation. Click the **Calendar** icon to select the date. |
| End Date | Select the end date for Shift Allocation for the selected Workgroup. Click the **Calendar** icon to select the date. |
| Team Member | Displays a list of all the team members for the selected Workgroup. |
| Date Columns | The number for date columns depend upon the selected **Start Date** and **End Date**. Select the Shift from the drop-down list for the team member. |

#### Actions

This section explains all the icons displayed on the right action panel of the **Shift Allocation** page.

**Show List**

Click **Show List** to display the **List** table showing all the configured Shift Masters for the selected Tenant.

![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-1770126660555.png)Figure: **Shift Management** page: List of shifts

- To edit a Shift Master, click the configured **Shift Name**. Make appropriate changes and click **Submit**.
- To display the inactive Shift Masters, click the **Include Inactive** check box.

Note:

When the configured Shift Masters are displayed under the **List** table, the **Add New, Allocate, Roster** actions are displayed on the right action panel.

- Click **Add New** to configure a new Shift Master. For information about configuring Shifts, see [Configuring Shifts](/apex/docs/configuring-shifts).
- Click **Allocate** to allocate period and Workgroup to a Shift as described in this topic.
- Click **Roster** to view Shift Rosters. For information about viewing Shift Rosters, see [Viewing Shift Roster](/apex/docs/viewing-shift-roster).