Managing Shifts
Edit, publish, delete, split, and manage shifts on the schedule.
13 articles
- Add shifts to the scheduleAdd one shift, or several shifts for one person, by hand.
- How to Edit a Shift on your ScheduleFor schedulers changing one shift at a time — reassigning a worker, moving the time, date, or position, adding an incentive, or updating notes. Bulk changes and deletions are covered…
- See who changed a shiftOpen Shift history to see what changed on a shift, who did it, and when.
- Split a shift between two peopleCut one shift into two parts and give each part to a different person.
- Undo a posted schedule (move shifts back to draft)Hide shifts you posted by mistake, for one shift, one person, or many at once, and roll back changes made by Create schedule.
- Unassign shifts (make them open)Take a person off one shift or a date range of shifts. The shifts stay as open shifts.
- Delete shiftsDelete one shift, one person's shifts, or many shifts at once.
- Leave a shift out of PPDStop one shift, or a group of shifts, from counting in your PPD numbers.
- Mark someone as in trainingSet training dates so a new hire's shifts don't throw off your budget or PPD.
- What the three dots next to a name doA quick guide to each option in a staff member's menu on the Schedule.
- Add time off for a staff memberBlock days off for someone so they can't be scheduled.
- Remove time offClear a day off entered by mistake so the person can be scheduled again.
- Send someone home earlyEnd a shift early without counting it as a call-off.