Online Employee Scheduling

 
Existing Shifts - Assigning Categories 
 
Once you have defined your Category names they will appear in the Category dropdown menu on your Schedule pages.

You can choose a category when adding new shifts or click any shift to edit and choose a category or you can set multiple shifts into a Category using the Multi-Shift Edit Schedule View. 

Setting Existing Shifts to be in a Category: 
From any Schedule View 
  • In the Schedule View dropdown choose Multi-Shift Edit 
  • Choose a Day or the Week Tab to see all of the shifts you want 
  • Sort the display by any column by clicking the title - Ex. if setting night shifts you might want to sort by Time 
  • Change the dropdown box for each shift to be the Category you want 
  • When finished click the Save Changes button

    • To test the Category and view the shifts 

    From any Schedule View 
  • In the Category dropdown choose your new category name 
  • (Be sure the Positions dropdown is set to All Positions) 
  • The Schedule View will now include only the shifts in that Category
  • You can also filter on a position to see only shifts both in that category and that position
    •  
    Note:  Changing an existing shift to be in a Category DOES NOT change the times or any items set in the category defaults. Category defaults are only used when Adding New Shifts.
     
    Related Topics: 
  • Why Use Shift Categories? 
  • Adding New Category Definitions 
  • Adding New Shifts is Easy Using Shift Categories 
  • Using Categories to Selectively AutoFill 
  • Viewing a Compressed Schedule Chart 
  • Coloring Individual or Groups of Shifts 
  • Setting a Category Default Shift Color     
    • WhenToWork.com Online Scheduling