Add a New Shift on the Schedule Page

You asked for it and we did it!

We are very pleased to tell you that you can now add a new shift for an employee directly on the schedule page . Previously you could only add a shift via Manage Floor Plan and then go back to the Manage Schedule to assign the shift. Now you can add a new shift via the ‘Add Shift’ button for any day of the week, reducing the steps required and saving you time.

Follow these simple steps to add a new shift directly onto the schedule page for an employee. Though it is not required, we will assume that you have already imported your base floor plans and have most of your shifts already assigned to your employees. 

  1. Navigate to the schedule week of your choice and then click the ‘Manage Schedule’ button for the desired department group.
  2. Hover your mouse over the day of the week square for the employee that you want to create the new shift for.
  3. Click the ‘Add Shift’ button.
    • You will see all the existing shifts that you can assign to the employee as well as the ‘+ New Shift’ button at the top where you can create a new shift for the employee.
  4. Click the ‘+ New Shift’ button and a new configuration box will appear.
    • Enter a badge if required
    • Set the shift start and end times
    • Add a shift note if required
  5. Click Save
    • The new shift has been created and assigned to the employee

Add Shift:

EN Add a Shift.png

 

Enter the shift details:

EN Shift Details.png

If you want to assign this shift to another employee, click on the shift and then click on the employee in the list that you want to assign the shift to. 

If you want to unassign the shift and leave it unassigned, click on the shift and then click the red 'Unassign' button.

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