You can attach audits directly to shifts when building or editing your schedule. When you do this, the audit is automatically assigned to the employee when they clock in — no manual assignment needed each time. This works the same way as attaching forms, checklists, or surveys to a shift.
Getting There
Go to Schedule from the left navigation → open or create a shift → look for the Forms dropdown at the top of the shift modal.
Attaching an Audit When Creating or Editing a Shift
Inside the shift creation or edit modal, click the Forms dropdown and select Audit. Then search for and select the specific audit from your library. You can attach multiple audits to the same shift, and mix audit types — just repeat the process for each one.
💡 Attaching an audit to a shift is a one-time assignment tied to that specific shift instance. If you want an audit to automatically attach every time a certain shift type is scheduled, configure that in the audit's Settings → Assign to shifts instead.
What Happens When the Employee Clocks In
When an employee clocks into a shift that has an audit attached, the audit is automatically assigned to them. It will appear on their Home screen and in their Audits list.
If reminder settings are configured, the employee will receive notifications at shift start and/or before their shift ends if the audit is still outstanding.
Pre-Assigning Audits to Shifts via Audit Settings
For audits that repeat on a regular schedule, configure automatic shift assignment in the audit builder. Open the audit → click Settings → under Assign to shifts, select the shift type and toggle which days of the week it applies. Under Reminders you can enable shift-start reminders and follow-up reminders before end of shift.
What to Read Next
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