Add Shifts Window

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Starting Schedule for an Upcoming Week

The 'Add Shifts' window will appear when first viewing an upcoming week or when the last Shift is deleted for the currently-displayed week.

Button/Field

Description

1

Scheduler Template

When checked, the selected Scheduler Template will be used to populate the Schedule.

2

Template Selector

Drop-down menu of saved Scheduler Templates. Shifts from the selected Scheduler Template will be populated to the Schedule.

This drop-down menu is only displayed when 'Scheduler Template' is checked. Learn more about Scheduler Templates here.

3

Prior Week

When checked, the selected Prior Week will be used to populate the Schedule

If working on future Schedules, any week prior to the week that the User is working on can be used as a framework for scheduling. For example, if working 4 weeks ahead, the User can select any of the 3 future weeks prior to that 4th week being scheduled.

4

Date Selector

First day of the desired Prior Week.

This selector is only displayed when 'Prior Week' is checked

5

Exclude Unpublished Shifts

When checked, only 'Published' Shifts will be copied from the selected Prior Week. Any Shift that was on the Schedule for the selected week but not 'Published' will not be copied to the new Schedule.

This checkbox is only displayed when 'Prior Week' is checked

6

All Departments/Jobs

When checked, all Shifts from the selected 'Scheduler Template' or 'Prior Week' will be included when creating the new Schedule. When unchecked, the 'Select Departments/Jobs' menu will be displayed. Here, Users can manually select which Departments and Jobs to include.

7

Departments/Jobs Selector

Drop-down menu of all Departments and Jobs. Only Shifts associated with the Departments and Jobs selected will be used to populate the Schedule.

This menu is only displayed when 'All Departments/Jobs' is unchecked.

8

Include Shift Notes

When checked, all notes on shifts from the selected week or template will be copied to the corresponding shifts on the new schedule.

9

AI Shifts Button

Opens the ‘Generate schedule’ dialog to generate AI-suggested shifts. Learn more about AI-generated shifts and how to generate AI shifts.

In Beta

This feature is in beta. Contact your CSM to learn more.

10

Cancel Button

Creates a new schedule without a previous framework

11

Add Shifts Button

Populates the shifts from the selected prior week or schedule to the new Schedule