Managing Shifts
Edit, publish, delete, split, and manage shifts on the schedule.
12 articles
- How to Manually Add Shifts to the ScheduleApply Schedules handles the routine schedule, but you'll still need to add some shifts by hand (e.g., a new hire mid-period, extra coverage on a busy day, or a one-off…
- 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…
- How to View Changes to a ShiftThe Shift history panel shows every change made to a shift — what changed, who made the change, and when. Use it to audit edits, confirm a save went through,…
- How to Split ShiftsIn this article we will be covering how to split shifts
- How to Move Shifts to DraftIn this article, we'll guide you through the process of unpublishing your schedule.
- How to Unassign ShiftsUnassigning a shift removes it from a staff member's schedule and moves it back to Open Shifts — it doesn't delete the shift. Use this when a staff member can…
- How to Delete ShiftsDelete one shift or many at once from the Schedule. Deleted shifts can't be recovered — if you want to hide shifts from staff without removing them, see How to…
- How to Exclude a Shift from the PPD CalculationSome shifts — agency staff, training hours, or one-off coverage — shouldn't count toward your PPD budget. This article shows how to exclude a single shift from the PPD calculation.
- How to Mark a Staff Member as In TrainingWhen a new staff member is still in orientation, you don't want their shifts skewing your PPD or budget. Add a training period to their profile to control how those…
- What are the Three-Dot Menu Options for a Staff MemberClick the three dots next to any staff member on the Schedule to get quick actions for that one person — adding shifts, applying their schedule, archiving them, and more.…
- How to Enter Time Off for a Staff MemberAdd time off to a staff member's schedule — one day at a time, or across several days at once. Veras marks those days with an airplane icon and makes…
- Remove Time Off from a Staff Member's ScheduleRemove time off that was entered by mistake, or when a staff member is available again on a day you already blocked. This will not sync with your HRIS —…