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Create a Shift

1.       Start by clicking on the Schedules – Everyone’s Schedule button:

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2.      If you want to see only the shifts for the selected location, please go to Filter button and check the option "Show Only Shifts For Current Location". Under Filter you will find additional filters for showing all employees in the company and for showing only scheduled employees:

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3.      Employees are grouped in Schedule by “Employees”, “Department” and by “Position”.

 

  • If you have selected “Employees” view, you will see the current weekly schedule for all employees from the location. If you want to create (edit) future shifts you have to choose this future date or week from the calendar above the schedule table.

To assign shift to an employee you have to simply click on the time slot you want to create the shift for. The following dialog box will open:

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You can assign only one shift for the date or you can use the repeating options to assign more than one shift for a period (Daily, Weekly, every weekday Mon-Fri, every Tue and Thursday, every Mon, Wed and Friday)

If you want to edit an employee’s shift simply click on the respective shift and edit its details as desired.

 

  • If you have selected “Department” view, you will see the current weekly schedule for all department s from the location. If you want to create (edit) future shifts you have to choose this future date or week from the calendar above the schedule table.

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To assign shift to an employee you have to simply click on the time slot you want to create the shift for. The following dialog box will open:

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This assign shift window is similar to the previous one, the only difference is that here you have to choose the employee and his position from a dropdown list. Here you can use repeating options too. If you want to edit an employee’s shift simply click on the respective shift and edit its details as desired.

 

  • If you have selected “Position” view, you will see the current weekly schedule for all department s from the location. If you want to create (edit) future shifts you have to choose this future date or week from the calendar above the schedule table.

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To assign a shift to an employee you have to simply click on the time slot you want to create the shift for. Similar assign shift dialog window will open. This assign shift window is similar to the previous ones, the only difference is that here you have to choose the employee and the department from a dropdown list. Here you can use repeating options too. If you want to edit an employee’s shift simply click on the respective shift and edit its details as desired.

 

4.      If you need to add more people on a certain day, choose the appropriate employee for the job and click on the blank space beside that employee’s name (or respectively Department or Position name, if you have selected this type of view). 

This will open up the Assign Shift window and you can then follow the same instructions (p.3) on assigning shifts.

 

N.B. You can now edit or create shifts using drag and drop on a daily view of the schedule! To re-assign an existing shift to a new employee simply drag the shift to another employee in the same position. For creating a new shift you can drag your mouse from the start to the end time and a new shift will be created for the selected employee.

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