All work Case study · 01

Scheduling shifts for large and dynamic teams.

A redesign of Keka's shift board to support multi-shift scheduling at scale — built for hospitals, restaurants, and other workforces where employees rotate across multiple shifts and jobs every week.

RoleProduct Designer · Keka
MarketUS enterprise
PlatformWeb
StatusBeta · staged release
01 — Context

Why a shift board matters.

Companies whose employees work in multiple shifts rely on shift scheduling software. These tools provide a shift board — the surface where managers plan weekly or monthly schedules.

Keka is an HRMS that includes a shift scheduling solution. But its current shift board only allows a single shift assignment per employee. HRs create shifts in a central repository and assign one to each employee at onboarding; the shift board is auto-generated, and HRs can only change the shift timing of an employee for a fixed period.

This works for office employees on a single shift. It does not work for hospitals, restaurants, retail floors and other industries where the same employee may work across multiple shifts and jobs in a single week.

Keka's shift board was built for the single-shift case. It lacks the flexibility required to support operations at scale — particularly in the US market, where customer expectations and compliance demands are higher. This project set out to make the shift board capable of adding and managing multiple shifts per employee.

Current Keka shift board — week view with single-shift cells and limited density
Current shift board · week view
Current update-shift drawer — only allows changing a single shift's timing
Current update-shift drawer
02 — Business problem

A blocker to winning the US market.

The lack of multi-shift management is a blocker to winning and retaining customers in US markets — especially in sectors like healthcare, hospitality and retail, where employees work across dynamic shifts and jobs.

To compete, the product had to match the table stakes set by US-first scheduling tools.

03 — Market scan

Six tools, two patterns.

I looked at the scheduling tools customers were comparing us against. They split into two camps:

  • Pattern 01Pure scheduling tools — short, focused journeys for building a roster. They don't handle attendance or payroll, so the workflow stays light.
  • Pattern 02Integrated suites — Rippling, Deputy, Connecteam. Scheduling sits alongside attendance tracking, payroll, and labour-law compliance checks. Managers plan short and long term, see absences, watch overtime and stay within US labour rules.
Rippling scheduling view
Rippling Suite
Scheduling integrated with payroll, attendance and policy violations surfaced inline.
Deputy schedule
Deputy Suite
Locations & roles up top, schedule density tuned for 24/7 operations.
Gusto scheduling
Gusto Suite
Draft → publish flow with light-touch chips and a clean planner UI.
Homebase schedule
Homebase Pure
Open shifts as first-class objects, optimised for hospitality SMBs.
When I Work schedule
When I Work Pure
Fast scheduling for hourly teams with publish-and-notify built in.
ZoomShift schedule
ZoomShift Pure
Lightweight scheduler aimed at restaurants and retail.
04 — User interviews

Talking to the people who run the board.

After mapping what the market offered, we wanted to understand how users actually use these tools and what they're trying to achieve. We interviewed both current and prospective Keka customers.

  • Finding 01In hospitals and restaurants, teams use locally-built software to handle scheduling for hourly employees.
  • Finding 02The shift board is mostly used to plan shifts and jobs for hourly-paid employees.
  • Finding 03Weekly and monthly requirements for different shifts and jobs are tracked in Excel.
  • Finding 04Last-minute unavailability is a major scheduling challenge when done manually.
  • Finding 05Most companies have a dedicated shift board manager whose only job is scheduling and managing shifts.
User goal As a shift board manager responsible for scheduling shifts across large and highly dynamic teams, I should be able to assign multiple shifts, manage last-minute changes, ensure adequate staffing across jobs and minimize scheduling errors — while staying compliant with local labour laws.
05 — Phasing

One problem, four phases.

Based on what we'd learned, we agreed to break the work into phases — and to scope this case study to the first one.

  1. Adding and managing multiple shiftsThis case study
  2. Staffing needs and weekly planningNext
  3. Last-minute handling — absence, open shiftsLater
  4. Enhancements — shift swaps, requestsLater
06 — Brainstorming

Mapping the journeys before drawing screens.

We ran whiteboarding sessions to map user journeys for everyone involved in the schedule. We landed on four roles:

  • Role 01HR Admin — sets up the system, defines shifts in the central repository.
  • Role 02Unit HR — creates shift boards, assigns managers and grants permissions.
  • Role 03Shift board manager — adds employees, plans and publishes weekly schedules.
  • Role 04Employee — reads the published roster, requests changes.

The detailed journey for each role lives in a FigJam board here ↗.

07 — Design solutions

Five flows, built and prototyped end-to-end.

Flow 01

Creating a shift board.

For the zero state, we added a video guide so users can quickly learn how the shift board fits into their workflow. Shift board creation is split into two parts: creation and employee addition. Research showed these are often done by different people — Unit HRs typically set up the board and assign permissions, while shift board managers add the employees they're responsible for and manage their schedules from there.

Flow 02

Adding shifts for employees.

Every company defines its shifts in Keka and assigns one to each employee at onboarding. But in companies where employees rotate across multiple shifts, that one-time assignment doesn't hold — the schedule is rebuilt every week or month.

To add a shift for any employee, the shift board manager can pick from the existing shifts in the system or create a new one that is local to this shift board only — so the central repository doesn't get crowded with one-off entries.

The day view gives shift board managers a zoomed-in look at the schedule, so unstaffed slots stand out. They can add a shift by clicking directly on a time slot for any employee, or by clicking and dragging across a range to define start and end times.

A shift board manager can be responsible for 50–100 employees. Bulk assignment lets them schedule shifts for many people at once — picking the days, the shift, and the employees, and applying the change in one step.

Flow 03

Creating and assigning schedule patterns.

Employees on the shift board are paid by the hour, by job and by shift. The manager's job is to plan in a way that no work hour is empty — which sometimes means assigning shift timings that aren't defined in the central system. But because there can be multiple shift board managers in a company, organisations don't want every manager creating shifts in the central repository — it would crowd the system and create confusion.

Custom shifts also tend to be reusable — for other employees, or for other days. So we built schedule patterns: a pattern is defined for a week and saved locally to the shift board. Managers can reuse it to plan faster.

Schedule patterns can also be assigned to multiple employees in bulk — applying a "morning crew" pattern across a whole team in one step.

Flow 04

Copy and paste shifts.

Copy and paste is a small thing but a big one for daily speed. Managers can grab a day, a row, or a selection and stamp it elsewhere — making weekly planning go from a chore to a few clicks.

Flow 05

Editing break duration, job code and shift timing in bulk.

One of the most common tasks when managing 50–100 employees is editing shift timings, job codes and break durations. Bulk editing lets shift board managers do it in seconds — pick the cells, change the field, apply.

Flow 06

Publishing changes.

Once changes are made, the user has to publish to make them effective for employees. The publish step gives shift board managers a chance to review everything in one place before it goes live — and avoids costly errors, since these changes flow into payroll downstream.

08 — Outcome

Released in beta — staged for the US rollout.

The new shift board released in beta with the core flows above. A few features — open shifts, swap requests, and full labour-law compliance checks — were intentionally held back for later phases so we could ship and learn faster.

6
Enterprise pilot accounts on the new shift board
~50%
Drop in time taken to plan a weekly roster (early signal)
Increase in shifts assigned per session via bulk + patterns
P02
Phase queued next — staffing needs & weekly planning

The biggest signal so far: customers in healthcare and hospitality stopped asking for "an export to Excel." The roster started living inside Keka. The next phase is about catching the holes before they get published — open shifts, last-minute coverage, and inline compliance checks.

Next case Case study · 02
Setting up compliant leave policies