ShiftOrbit Team scheduling ACCOUNT ACCESS
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Save your backup codes Each code works once. Store them privately, separate from your authenticator.
Download codes I saved my codes · Continue Back to sign in BUILT FOR TEAMS THAT RUN ON SHIFTS
Every shift, every team, in orbit. On-call, coverage duty and onsite visits for every team, with swaps and approvals built in.
On-call rotations Weekly duty that fills itself in, with handoff times per team.
Coverage duty Daily rotations or fixed weekday assignments.
Onsite visits Recurring visits with reports you can export.
Approvals and activity log Every swap reviewed, every change recorded.
One schedule for every team North South East West
Show times inMy device’s time zone Each region’s time zone
Team Calendars On Call My Calendar Manager On Call Users Security
No calendar tabs are available for this account. Contact your administrator.
Invite people with a role and a one-time password setup link. Admins manage all settings. Managers and Team Leads review changes. Engineers submit changes. Viewers can only view.
Import from spreadsheet
Demo accounts
Creates sample accounts so you can show how ShiftOrbit works for each role: one Manager for every manager in the on-call rotation (linked automatically), a Team Lead, one team member for every team (using a free calendar profile, or a temporary one that’s removed afterwards) and a Viewer. They sign in like anyone else (password, then MFA set-up the first time) and are tagged Demo . Remove them all in one step when you’re done.
Remove demo accounts Create demo accounts
Invite a user
One-time setup link
Security & emergency access Emergency access bypasses MFA. Keep its unique password in a secure offline location and use it only for recovery. Emergency access is recorded below and is separate from the regular Users list.
Security log
TEAM PLANNING, SIMPLIFIED
A clearer week for everyone. Engineer schedules · Regional local time
📣 Announce 🖨 Print week + Create event
0 Schedule entries this week
Saved on this computerAdmin access · Microsoft & Teams not connected.
You can propose event changes. Your edits are published only after an administrator approves them. Submit one request at a time and track it under My requests.
On-call coverage hasn’t been set up yet. Adding engineers creates their calendar rows. Save an on-call rotation to create their Friday-to-Friday coverage automatically.
Set up on-call rotation
Today Week Month On Call FireFighter Onsite + Custom view
Swipe across to see the full Sunday–Saturday schedule.
Open coverage Appointments that still need an engineer this week. Engineers can request to cover them; claims require approval.
+ Post open appointment
ONE DUTY WEEK · ALL TEAMS
On Call Engineer coverage by team, with one shared manager on call.
Manage manager rotation
‹ Current duty week ›
Each region’s local time · Continuous weekends, then weekday nights 5 p.m.–8 a.m.
MANAGER ON CALL · ALL TEAMS
This duty week
Not assigned
One manager per duty week · U.S. Central duty hours. Weekly switches preserve the rotation order.
⇄ Switch manager
Team Engineer on call Duty period in selected time zone Coverage Actions
Handoff notes Short notes for whoever is on call. Next week’s person sees this week’s notes too.
MANAGERS ONLY
Manager On Call One manager per duty week, Friday 5 p.m. to the next Friday 8 a.m. (Central time).
Link managers to their accounts Linked managers see their own weeks highlighted, get a reminder the day before, and can request switches.
YOUR WEEK, TOGETHER
My calendar
Preview engineerMy account
‹ Today ›
Sunday–Saturday · Event times follow their region.
Outlook calendar · Read only Not connected
Outlook events are visible only in your personal view. This app cannot create, edit, or delete them. Connect Outlook Refresh Outlook Disconnect
YOUR TEAM
Manage engineers × Add engineer These are local names, not invitations or user accounts.
Done
Confirm change
Cancel Continue
ADMINISTRATION
Microsoft & Teams setup × Not connected · Saved settings are preparation only.
Signed in as . Only the administrator can access these settings and save schedule changes.
Microsoft directory (tenant) ID Microsoft application (client) ID Future hosted app address Teams app ID No Microsoft password or client secret is requested. These IDs do not enable sign-in by themselves.
Enable read-only Outlook connection after Microsoft app registration is configuredRequires a registered public client with delegated Calendars.ReadBasic permission and public-client sign-in enabled. Each user must consent to their own connection. This does not enable Microsoft SSO or Teams hosting.
Save setup details Make it available in Teams Host the application and shared data on an approved HTTPS service. Configure Microsoft sign-in and map administrator / engineer roles. Build the Teams app package for the hosted address. Have your Teams administrator approve and distribute the app. Teams package templates and configuration pages are included in the project. They are not an installable production app yet.
Microsoft’s Teams tab requirements ↗ Done
SCHEDULE APPROVALS
Engineer change approvals × Admins, Managers, and Team Leads can review and publish requests. Admins may approve their own shift switches. Other requests need another reviewer. Changes stay unpublished until approved. Outdated requests must be resubmitted.
Refresh requests
Done
AUTOMATIC ON-CALL COVERAGE
Coverage rotations × U.S. Central time (with daylight saving). Friday 5pm–Monday 8am continuously, then Monday–Thursday 5pm–8am overnight, ending Friday 8am. Creates this duty week plus eight upcoming weeks and checks hourly while running. Weekly switches preserve the rotation order.
Manager rotation · All teams
Set up / edit manager rotation Engineer rotations · On Call / FireFighter · Selected desk
Coverage roleOn Call · Weekly FireFighter (FF) Rotation name First Friday in the rotation The first engineer covers the starting week. The list repeats in this order.
Generate upcoming coverageChanging the order updates future weeks that haven’t been manually edited. Existing weekly switches are preserved. Pausing keeps assignments already created. Save draft stores proposed changes for review without changing posted coverage. Publish applies them.
Save draft Publish rotation New rotation
ON-CALL COVERAGE EXCEPTION
Switch engineer ×
Replacement engineer Apply switch toThis on-call duty week only Reassigns this Friday–Friday duty week only, including the weekend and weekday nights. Future rotation assignments stay unchanged.
This switch is submitted for approval and logged. Admins may approve their own switch in Approvals.
Confirm switch
Assign flexible shift × Managers and Admins can set FL shift times and assign an engineer. Times are entered locally; FL time-zone configuration is deferred. For a 24-hour shift, use the same start/end time on consecutive dates.
Engineer Start date End date
Start time End time
RepeatOne shift Weekly
Assign shift
SHARED MANAGER COVERAGE
Manager on-call rotation × One rotation covers all teams, assigning one manager each duty week. The next manager takes the following week, then the order repeats. Names here are coverage contacts, not new user accounts.
Add manager First Friday Select managers and put them in rotation order. The first manager covers the starting duty week.
Generate upcoming manager coverage
Save draft Publish manager rotation Discard draft Delete rotation
Switch manager × Submit a manager switch for this duty week only. Approve it in Approvals to publish; Admins may approve their own switch. Future weeks keep their regular order.
Replacement manager
Confirm manager switch
Connect Outlook · Read only ×
Enter this code on Microsoft’s sign-in page:
Open Microsoft sign-in ↗ Approve access only to display calendar events. No Microsoft password is entered into this app. Reconnect after signing out of the local app or restarting it.
Cancel connection
ADMINISTRATION
Tab visibility & access × Disabled tabs are hidden from everyone. For enabled tabs, choose allowed roles and optionally limit access to selected users. Admins can access enabled tabs regardless of role or user restrictions. NOC starts disabled. Regional Engineer roles are limited to their own region.
Save tab access
Confirm your admin password Current password Continue Cancel USER PROFILE
Edit contact details
× First name Last name Email Phone number Job title Department
Save profile
Appointment categories ×
Add or edit a category Category name Default appointment color
Save category New category
Assign FireFighters · FF ×
Select all engineers covering this day. Later days and the rotation order stay unchanged.
Save assignments
Assign open coverage × Select the engineers who will cover this appointment on this date.
Assign coverage
Password reset link ×
One-time reset link Expires in 30 minutes and works once. Share it privately with this user. They choose the new password; their MFA registration stays in place. Remote access requires the hosted app.
Done
RECURRING CLIENT VISITS
Onsite schedules ×
Client Schedule name
Start / change date Repeat through (optional)
Changes apply from the change date. Choose a date after the original schedule start; earlier visits stay in reports. For a single-date change, edit the visit in the calendar.
Repeat on these weekdays
Visit starts Visit ends Color
Assigned engineers
Select multiple engineers if needed. Leave everyone unchecked to post these visits as Open coverage.
Location / notes
Publish onsite schedule New schedule Stop from change date
Onsite reports ×
From Through
Client contains Engineer
Up to 366 days per report. Each appointment counts as one visit, even with several engineers. Open visits are shown separately as unassigned. These are scheduled visits, not confirmation of attendance.
Run report Download CSV
Daily activity log ×
Activity date Show log
Sign-in and security Authenticator app Passkeys Manage passkeys Passkeys work with Windows Hello, your phone, or a password manager like Bitwarden.
Calendar subscription Add your ShiftOrbit shifts to Outlook, Google Calendar or your phone. The link is private: anyone who has it can see your schedule, so don’t share it.
Copy
Create subscription link Turn off
ADMINISTRATION
Role permissions × Choose what each role can do. Admins always have every permission. Regional calendar access still follows Tab access, so a Team Lead only manages the regions they can open. Engineer switches still go through Approvals, but people allowed to manage that appointment type can approve their own.
Restore defaults Cancel Save permissions
ADMINISTRATION
Teams & regions × Rename teams, change their region and hours, hide a team from the On Call page, or archive it. Each team gets its own engineer role. A team can only be deleted when it’s empty; archive it to keep its history.
+ Add a team
Add team
SHIFT SWAPS ·
Trade a shift × Offer one of your shifts, or take one a teammate can’t make. A lead approves each trade before the schedule changes.
Up for grabs Offer one of my shifts Shift Note for your team (optional)
Offer shift
REPORTS
Coverage & fairness
× From To Run report Download CSV
Highlighted numbers are well above (amber) or below (blue) the team average. Work hours exclude on call, PTO and holidays.
Coverage gaps
ADMINISTRATION
Notifications × Everyone gets in-app notifications under the bell. You can also post team updates to a Microsoft Teams or Slack channel. In Teams, add the Post to a channel when a webhook request is received workflow and paste its address here. The address is kept on the server only.
Channel webhook address Post these to the channel:
Remove webhook Send test message Save
Positions are job levels such as Associate System Engineer, System Engineer or Senior System Engineer. They show under each person’s name, and anyone can build a custom view that only shows certain positions.
Position list
+ Add a position People on this team
Cancel Save positions
Your admin recommends a passkey. Sign in faster and safer with Windows Hello, your phone or Bitwarden.Add a passkey Later
ADMINISTRATION
Organization & sign-in page × Make ShiftOrbit your own: your logo, your organization’s name, and the words people see on the sign-in page. Plain text only.
Fill in defaults ✓ Changes saved Close Save
ADMINISTRATION
Features & options × Turn on only what your organization uses. Everything here is off unless you switch it on, and you can turn it off again at any time without losing data.
✓ Changes saved Close Save
ADMINISTRATION
Backups & system health ×
System health Refresh
To upgrade Node.js: download the current LTS installer from nodejs.org, run it, then run Stop Schedule and Start Schedule. Passwords switch to Argon2id automatically as people sign in.
Recent errors Backups
A copy of all ShiftOrbit data is saved automatically every day. Restoring puts everything back to that moment; a safety copy of the current data is made first.
Back up now
HELP CENTER
How things work Search or open a topic. Only topics for your role are shown.
× Take the tour
TEAM ANNOUNCEMENT
Post an announcement Shown as a banner at the top of the team calendar until the end date.
× Team Message Show until (inclusive)
Cancel Post
ADMINISTRATION
Wall boards A “who’s working now” page for an office TV. Anyone with the link can see names and status (working, on call, coverage duty, onsite, away), never phone numbers or event details. Turn a link off any time.
× Wall boards are switched off under Features & options, so links won’t open until you switch them on.
New board link Name Teams to show
Create link Active boards Done
REPORTS
Audit export (HR) Every change and who made it, as a spreadsheet (CSV, opens in Excel). Up to one year at a time. The export itself is recorded in the security log.
× From To Team
Cancel Download
SCHEDULING
Copy week & templates × Copy this week forward
Copy to the next1 week 2 weeks 3 weeks 4 weeks 6 weeks 8 weeks Events already in those weeks aren’t duplicated. If your role needs approval, it’s sent as a request.
Copy
Close
SCHEDULING
Open shifts Shifts with nobody on them in the next four weeks, across the teams you can see. Say you can take one and your lead confirms it.
×
Close
MY AVAILABILITY
When I can’t work Leads see a warning if you’re scheduled on these days. It doesn’t change the schedule by itself.
×
+ Add days
Cancel Save
TIME OFF
Time off Approved time off is added to the calendar as PTO.
×
Request time off From To Note
Request My requests
Close
ADMINISTRATION
Time-off allowances Working days per calendar year. Leave a person blank to use the standard allowance.
× Standard allowance (days a year)
Cancel Save
SCHEDULING
Holidays Shown at the top of each team’s calendar, skipped by minimum staffing, and not counted as time off.
× Add US federal holidays for Add
+ Add a holiday
Cancel Save
SCHEDULING
Staffing & hour rules Warnings show at the top of the team calendar. Nothing is blocked.
× Minimum people working 0 means no rule. Holidays are skipped. Reviewers are notified about short days in the next week.
Close Save
REPORTS
Payroll export Hours and on-call per person for a pay period (up to 3 months), as a spreadsheet. Recorded in the security log.
× From To Team
Cancel Download
USERS
Import from a spreadsheet Adds people to the team calendars. Save from Excel as CSV UTF-8 . Columns: First name, Last name, Email, Team, Position. Nothing changes until you click Import.
× Choose CSV file Download template
Team for rows without one Also create an invitation link for each email (valid 7 days)
invitation links were created. They’re shown only now: Download links (CSV)
Close Import
YOUR VIEWS
New custom view × Custom views are saved to your account only. The built-in views and everyone else’s calendar stay exactly as they are.
View name LayoutOne day Week Month
Show these categories Leave all unchecked to show everything.
People ShowEveryone Only these positions Only the people I choose
Engineer choices apply to the regional calendar you’re viewing.
Hide regular working shifts
Delete view Cancel Save view
Sign in with just your username and a passkey, or use it instead of the authenticator code. Passkeys can’t be phished. Each passkey lives where it was saved, and that’s what pops up when you sign in.
Want Bitwarden (not Windows Hello) to pop up? In the Bitwarden extension: Settings → Notifications → Ask to save and use passkeys must be on, and Bitwarden must be unlocked. Remove any passkey below that says Saved in Windows Hello or Provider unknown . Click Add passkey : Bitwarden asks to save it. If Windows Hello appears instead, cancel it and check step 1. Use http://localhost:4188 (not 127.0.0.1), and next time you sign in Bitwarden shows the passkey.
Add a passkey Name Current password
Your current password is also needed to remove a passkey.
Done Add a passkey