Create and Edit Schedules

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. The 'Add Shifts' window allows the User to populate the week's Schedule with Shifts from a 'Scheduler Template' or 'Prior Week'. Clicking 'No Thanks' will skip the Shift population step, and the week's Schedule will be blank. 

Creating a New Shift

New Shifts can be created using the following methods:

The following fields are required to save and add the new Shift:

• Jobs

• Business Date

• Start Time

• End Time 

  

The 'Employee' field is not required when creating the Shift. If no Employee is assigned to the Shift, the new Shift will be grouped in the 'Unassigned' category at the top of the Schedule Calendar.

Copy and Paste a Shift

When viewing the Schedule by Employee, Shifts can be copied by right-clicking on the Shift, then selecting 'Copy'.

The copied Shift can then be pasted by right-clicking in the destination cell for the new Shift, then choosing 'Paste'. This will create a new Shift with the destination date and assigned Employee. 

Copied Shifts can only be pasted to the 'Unassigned' section or Employees who have the associated Job assigned on their Employee Record.

When copying/pasting in 'Day' view, the Shift length will stay the same and the 'Start Time' and 'End Time' details of the Shift will be updated based on the position of the mouse when pasting the Shift. 

Delete Shifts

Shifts can be deleted by right-clicking on the desired Shift, then selecting 'Delete'

Deleted Shifts cannot be re-added. To return a deleted Shift to the Schedule, create a new Shift to replace it. 

Assigning Employees

When viewing the Schedule by 'Employee', Shifts can be assigned in the following ways:

Employees can also be assigned to Shifts via the Shift Details form, which is openable in all views.

Unassigning Employees

Employees can be unassigned from a Shift in the following ways:

Edit Shift Details with Drag and Drop

The date and start/end times of a Shift can be edited without opening that Shift's Shift Details form via drag and drop directly on the Schedule Calendar.

Shift notes are retained when editing shift details through drag and drop.

Change a Shift Date

To move a Shift to a different date, click the Shift to select it, then drag and drop it to the desired slot. 

If also changing the assigned Employee, the destination Employee must have the Job associated with the Shift assigned to them on their Employee Record. 

Change Shift Start and End Times

When in 'Day' view, the start and end times of a Shift can be adjusted by clicking on the Shift, then clicking on either the left edge (for start time) or right edge (for end time), then dragging to the desired time.

Editing Shift Details

The Shift Details form for existing Shifts can be opened for editing using the following methods:

• Double-click on the desired Shift 

• Right-click the desired Shift, then select 'Edit'

Adding Shifts from a Schedule Template or Prior Week

After a week's Schedule has been created and edited, a Schedule Template or Prior Week's Schedule can be used to populate additional Shifts or overwrite the current Schedule.

Schedule Template

To use a Schedule Template to add or overwrite Shifts for an existing Schedule:

1. Click the gear icon in the Schedule Calendar header

   

   The View Options and Templates menu will open in a side sheet.

2. In the 'Start With' section, select the desired Template

3. Click 'Use'. The 'Template Use' wizard will open 

   

4. Select the desired Departments/Jobs

5. Click 'Add To' or 'Overwrite' 

   • 'Add To' - Populates additional Shifts from the Template

   • 'Overwrite' - Removes existing Shifts, then populates Shifts from the Template.

Prior Week

To use a Prior Week to add or overwrite Shifts for an existing Schedule:

1. Click the gear icon in the Schedule Calendar header 

   

   The View Options and Templates menu will open in a side sheet.

2. In the 'Start With' section, select Prior Week, then click the date field 

3. Select the desired Prior Week 

   

4. Click 'OK'. The 'Prior Week Use' wizard will open 

   

5. Select the desired Departments/Jobs 

6. Click 'Add To' or 'Overwrite' 

   • 'Add To' - Populates additional Shifts from the Prior Week

   • 'Overwrite' - Removes existing Shifts, then populates Shifts from the Prior Week