If the schedule changes and you need to add
or delete shifts, or if you have changes in work assignments, or times you
can easily make those changes both before and after the schedule has been Published.
The
By
Employee schedule view allows you to make changes very quickly without the page reloading
between changes and it also allows you to
Drag & Drop shifts between days and
employees and to Ctrl Drag/Drop to quickly copy shifts.
The By Employee view is the only one that allows you to click a shift and
change its position using the Quick Shift EDIT window.
If you change a Published
schedule week notices can be sent to affected
employees if their email has been added and they have chosen that option on their
notifications
setup page.
The
Quick Shift EDIT window also has a
Show
Available Employees link at the bottom that opens the
regular Shift Change window
that is accessed from the other schedule views when you click a shift.
Editing Multiple Shifts - if you
want
to make changes to a number of shifts, you can change the Schedule View dropdown
in the upper left of the schedule
to Multi-Shift Edit. This view allows you sort by any column and then to
make multiple changes and then save them all at once.
Deleting Shifts
- To
delete a shift click the shift and click the DELETE This Shift button in the
upper left, or to delete a number of shifts, you can change the Schedule View
dropdown to Sortable List. This view allows you sort by any column and
check the shifts you want to delete and delete them all at once.
Adding Shifts - You can always add
more shifts by clicking the Add Shifts button or by clicking the
Employee/Date cell on the By Employee Schedule View.
Splitting Shifts - If a shift needs to be split click the
shift and change the begin or end time and also in the "create copies of this
shift field," enter 1 to make a copy of the
shift before clicking Save Changes. Then click the new unassigned shift and
assign a new employee and change the begin or end time.
On other weekly schedule views besides the By Employee view you can click a
shift to change it using the regular
Shift Change window.
