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Create shift notes on contact records from check-ins

Create shift notes on contact records from check-ins

Shift check-ins arrive without linked contact notes, leaving managers without person context for staffing and payroll. It logs the shift note to the contact so managers have same-day context.

Create shift notes on contact records from check-ins

Overview

When shift notes don't get linked to people, managers lose staff context and payroll or follow-up slips. This flow writes each shift check-in as a note on the matching contact so managers regain same-day staff history and act quickly.

Create shift notes on contact records from check-ins