Shift Planning release notes
Summarize
Summary of Shift Planning release notes
The Shift Planning application on the ServiceNow Store is designed to enhance workforce scheduling for managers and supervisors. It enables efficient management of shifts, schedule adherence, time off requests, and agent shift signups. The application has evolved through numerous versions, adding features that improve scheduling accuracy, communication, and user experience while fixing bugs and accessibility issues.
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Key Features
- Shift and Schedule Management: Added comprehensive shift management, including shift swap, schedule adherence tracking, and time off requests accessible via the CSM workspace.
- Location-Based Holiday Calendars: Manage holidays by location to enable more accurate workforce scheduling and reduce manual adjustments.
- Agent Shift Signup: Agents can sign up for shifts with notifications for both agents and managers to streamline scheduling.
- Agent Schedule Attributes: Track agent locations and personal event details for better scheduling insights.
- Calendar Synchronization: Sync WFO calendars with Outlook and create recurring meetings and training events to facilitate better planning.
- Timezone and Localization Support: Select timezones for work and on-call shifts and enable localization to support global teams.
- Improved User Interface: Pagination, filtering, and search capabilities for schedules, shifts, and calendars to enhance usability.
- Communication Enhancements: Agents and managers can communicate via approval forms to facilitate shift approvals.
- Role-Based Access: Manager roles allow supervisors to access schedule capabilities and manage team schedules effectively.
Improvements and Bug Fixes
- Fixed accessibility issues including WCAG compliance bugs.
- Resolved timezone display issues for UTC users.
- Corrected shift calendar and schedule creation bugs, including handling of inactive groups and overlapping requests.
- Enhanced demo data generation and page layout upgrades for shifts and schedules.
- Security improvements such as restricting visibility of leave request descriptions.
What This Enables for ServiceNow Customers
ServiceNow customers using Shift Planning can expect a robust and continuously improving scheduling tool that supports complex workforce needs. The app provides managers with greater control and visibility over shift planning, improves agent participation via shift signups, and integrates with external calendars to streamline workflows. Location-based holiday management and timezone support help global organizations plan accurately. Enhanced communication and usability features reduce scheduling errors and administrative overhead, ultimately boosting workforce productivity and satisfaction.
Version history for the Shift Planning application on the ServiceNow Store.
Version history
- Version 7.1.0 - June 2026
- Added Shifts, Shift Swap, Schedule Adherence, and Time Off Requests tab routes in CSM workspace
- Added Schedule and Scheduling Adherence lists in CSM workspace Lists navigation
- Added Team Schedule nav item for CSM/FSM Workspace with Shift Planning Manager applicability
- Implemented manager role for supervisors to access schedule capabilities
- Fixed minor defects
- Version 7.0.0 - March 2026
- Manage location‑based holiday calendars to improve workforce scheduling by mapping holidays to specific regions, enabling managers to plan shifts with accuracy, and reducing manual adjustments.
- Fixed minor defects
- Version 6.10.2 - December 2025
- Minor bug fixes.
- Version 6.9.0 - August 2025
- Minor bug fixes.
- Version 6.8.0 - May 2025
- Enables agents to sign up for shifts
- Enables managers and agents to get shift signup notifications
- New table "Agent Schedule Attribute" enables managers to track agent location and view agent personal event details
- Version 6.7.1 - November 2024
- No Major feature changes. Contains minor changes and bug fixes.
- Version 6.6.1 - August 2024
- New:
- Added ability to synch WFO calendars with Outlook calendar
- Added ability to for managers and agents to create recurring meeting and training events
- Fixed a few accessibility issues
- New:
- Version 6.4.3 - May 2024
- Fixed: WCAG bugs.
- Version 6.3.1 - February 2024
- Changed: Modify existing L1 schedules module
- Fixed: Shift swap modal button bug
- Version 6.2.1 - November 2023
- New:
- Upgraded shifts and schedules to page layout 3.0
- Generating demo data changes for Monthly Schedules
- Fixed: Accessibility issues
- New:
- Version 6.1.4 - September 2023
- Fixed:
- On-call time off not getting displayed up on the proposed cover agent calendar
- Leave request description of others was visible to all shift planning users
- Save Buttons was not getting enabled while editing meeting and training
- Fixed:
- Version 6.1.2 - August 2023
- New: Inclusion/Exclusion Criteria Applicable Groups
- Changed: Bug fixes
- Version 5.4.5 - May 2023
- Changed: Forecast historical volumes along with forecasts so that users can compare the patterns.
- Version 5.4.4 - April 2023
- Fixed: UTC timezone users are unable to view the Shift Calendar, which has been fixed in this version.
- Version 5.4.3 - March 2023
- Fixed: Fixed the following minor issues where:
- The location filter was not working
- The Requested-Save Shift to a Schedule was not working
- There was an issue with On-Call OOTB flag during San Diego to Utah release upgrade
- Fixed: Fixed the following minor issues where:
- Version 5.4.1 - February 2023
- New: added custom event types in team calendar of manager workspace.
- Version 5.3.0 - November 2022
- New:
- Agent shift signup feature
- To enable the agents to sign up for shifts, you must setthe sn_shift_planning.enable_agent_signup property to true.
- Changed: The following label changes to the filters for schedules are automatically made:
- State is renamed to Schedule plan state.
- Dates is renamed to Schedule plan dates.
- New:
- Version 5.1.7 - November 2022
- Fixed:
- Fixed issue where new shift not searchable
- Show overlapping requests of only agents managed by logged in user
- Fixed:
- Version 5.1.4 - September 2022
- Fixed:
- Fixed issue where Shift Calendar fails when there are inactive groups.
- Fixed issue where Agent belonging to multiple groups is shown multiple times under schedule creation flow.
- Fixed:
- Version 5.2.3 - August 2022
- New:
- Ability to select timezones for work shifts and on-call shifts.
- Managers can assign schedule plans to groups.
- Use pagination on the shifts and team calendar.
- Use pagination to scroll through your agent's shifts and schedules.
- Fixed: Enable localization support.
- New:
- Version 5.1.2 - May 2022
- New:
- Filtering, search, and pagination capability for schedule plans, work shifts, and on-call shifts.
- Agents and managers communicate with each other for approvals using the Compose field in the approval form.
- Enable localization support.
- New:
- Version 5.0.0 - March 2022
- New: Initial Store release for San Diego
- Version 4.0.9 - February 2022
- Shift planning allows managers and supervisors to configure workforce scheduling.