---
title: "Configure Shift Form"
url: "https://help.celayix.com/en/article/shift-form"
language: "en"
last_updated: "2026-04-17T11:54:28.392Z"
---

# Configure Shift Form

Control which information appears for each shift in your schedule.

The **Shift Form Configuration** controls the visibility of fields within the Schedule Xpress shift panel. This allows administrators to customize what information is shown, ensuring only relevant data is displayed based on organizational needs.

* * *

## Access Shift Form

You can access the Shift Form in two locations within Schedule Xpress:

-   **Settings → Branch defaults**
-   Directly from the **shift panel** within your schedule

![](https://cdn-assets.productfruits.com/8c62ff25-6671-4966-bdba-fe1cac92bf64)

Alternatively, you can access the **Shift form** via the shift panel within your **Schedule**.

![](https://cdn-assets.productfruits.com/a77691a5-9049-4f09-a4b4-45dbdc248368)

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## Shift Form Overview

The Shift Form is divided into four sections:

-   General
-   Attendance
-   References
-   Shift tasks

The following sections explain how each component can be configured.

![](https://cdn-assets.productfruits.com/582cd7fb-4099-4be3-9115-c4f32548f3a0)

### General

The **General** section allows you to control which fields appear in the General section of the shift panel when creating or editing shifts.

Select or deselect fields based on your scheduling requirements.

**Note:** Greyed-out fields are required and cannot be removed.

![](https://cdn-assets.productfruits.com/cc93a11f-53f3-45a1-9e1c-1d4b459d979f)

The fields you choose will be displayed in the shift panel, as shown below:

![](https://cdn-assets.productfruits.com/4b883cb5-a579-4259-9b07-e71a99e9934b)

### Attendance

The **Attendance** section controls which fields are displayed in the shift panel within **Time Processing**.

![](https://cdn-assets.productfruits.com/bab9a453-21bf-49af-9439-57c6f581b129)

Select the fields you want to include or exclude. Your selections will be reflected in the Attendance section of the Time Processing shift panel.

![](https://cdn-assets.productfruits.com/38f30e36-1efa-4d2e-b083-88cc3e46ee36)

### References

The **References** section allows you to configure which shift references are displayed in the shift panel.

For example, a reference such as **Night Duty** can be selected to indicate specific shift details or conditions to users.

![](https://cdn-assets.productfruits.com/58736f7c-137a-430a-b82f-b63a1cd3eed1)

Selected references will appear in the References section of the shift panel.

![](https://cdn-assets.productfruits.com/8f28586f-f7be-4516-a164-d1d8a453d4bb)

To apply these configurations, select the appropriate option within each reference when creating or editing a shift.

![](https://cdn-assets.productfruits.com/ec5e43ca-47ed-4e50-9cf9-9cead09eeed4)

### Shift Tasks

The **Shift Tasks** section allows you to configure which tasks are available in the shift panel, including their visibility and display order.

To begin, set **Shift tasks enabled** to **Yes**.

Once enabled, select the tasks you want to display and use the arrows on the right to adjust their order.

![](https://cdn-assets.productfruits.com/5215dcb2-526c-44eb-a370-351e310a6f01)

Shift tasks appear towards the bottom of the shift panel.

![](https://cdn-assets.productfruits.com/d4c33cce-7286-456c-abd4-96110d3f101f)

For enabled tasks, you can apply them to single shifts or update multiple shifts at once by selecting them in bulk.

![](https://cdn-assets.productfruits.com/8c1b2b9d-f94a-4568-80db-5fe567805581)