How to use Shift Success

Shift Success is a tool that ensures your hospitality team is fully prepared and aligned before every shift. From clear task assignments to instant updates on specials and promotions, Shift Success helps teams start strong and stay engaged.

Note: Shift success needs to be enabled for your organisation. To enable, please speak to your account manager or reach out to support.

Contents:

• 🗓️ Shift Planning Overview
• 🔍 Accessing the Shift Planner
• 🛠️ Creating a Shift Plan
• ⚙️ Planner Settings
• 📣 Shift Briefing Tool
• 👀 Employee View

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🗓️ Shift Planning Overview

The Shift Planner allows managers to assign specific sections, roles, and tasks to individual employees for each shift. This is a daily allocation tool accessed via the Rota page.

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🔍 Accessing the Shift Planner

1. Navigate to the Rota page.
2. On the right-hand side, locate the Shift Planning section.
3. Click on the day you wish to allocate:
   • Blue Target = No plan assigned
   • Green Target = Plan saved

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🛠️ Creating a Shift Plan

Once a day is selected:

1. Drag and drop an employee into the centre column.
2. From the right-hand panel, drag in:
   • Section labels
   • Roles
   • Tasks

🧹 To remove an item, drag it to the side and release.

Each allocation is:

• Area-specific
• Assigned to either AM or PM shifts

After saving and publishing the rota, employees will see their individual allocation on the day of their shift.

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⚙️ Planner Settings

Planner settings are site-specific and can be customised by users at each location.

To access settings:

1. Click the Target icon in the top navigation bar.
2. Select Settings.

You can define:

• AM/PM changeover time
• Labels and icons for Sections, Roles, and Tasks

These settings are only visible and applicable within the site they were created.

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📣 Shift Briefing Tool

Use the Shift Briefing tool to communicate short, targeted messages to your team.

Categories:

• Generic – All Departments
• Generic – Department Specific
• Upsells / Specials
• Incentives
• Handover Notes

The system also auto-populates:

• Events logged for the day
• Team member birthdays

How to Create a Briefing:

1. Hover over the Target icon and select View Briefings.
2. Use the All Site Message dropdown to choose a category.
3. Click the blue dots next to each area to include/exclude recipients.
4. Select the days of the week for the briefing.
5. Choose AM/PM to target specific shifts.
6. Click Add to preview.
7. Click Save to publish.

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👀 Employee View

On the day of their shift, employees can:

1. Open the S4 Connect app.
2. Tap on the day of their shift.
3. View:
   • Briefings from management
   • Their assigned section(s), role(s), and task(s)

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Frequently Asked Questions

Q: Why can’t I view my shift allocation?
A: Your manager may not have published the rota yet. Once visible, tap on a shift to see details. Briefings and plans are only viewable on the day of the shift.

Q: Can I see what other staff have been allocated?
A: No. Employees can only view their own allocation. Managers can view the full plan via the web rota.