Edit a Shift (unpublished)

Editing an unpublished shift is fairly straight-forward.  See a different post for information on editing a published shift.

For more information on deleting shifts, go to delete unpublished or delete published shifts.

Depending on the state of the shift, (published, unpublished, or assign) the process is a little different.

Editing Unpublished Shifts:

  • Navigate to the day on the scheduling page that has the shift you want to edit.
  • Click the “Screen Shot 2014-10-11 at 8.42.02 AMon the shift you want to change.  You will now see this:
You have the option to EDIT the shift:
  • Change the time:   Simply click the time adjusters to make the shift time your desired time.
  • Change the person who works the shift – opens the create a shift window, and you can remove the current person and select another person
  • Or both
You have the option to Publish the shift.
  • This action will publish this individual shift, and the person will be notified via email.  If the shift is within 24 hours, the person will receive a text message as well.
  • This action will leave every other shift on the schedule in it’s current state (published or unpublished)
You have the option to Split the shift.
  • This action will allow you to select a time at which to create two separate shifts out of the one.
  • Once you split the shift, there will be two shifts, and if someone was previously assigned to the shift, then the original employee will be assigned to both.  They will be able to treat them as individual shifts.
  • You also have the option to reassign two different employees if you need to.
  • If the shift was published prior to the split, the employee will receive notifications of the split.

When you are done making adjustments, click UPDATE THIS SHIFT.

You have the option to Duplicate the shift.
  • This action will create the shift but require that you select a new person to work it
You have the option to Remove the shift.
  • This action will delete the shift (and the person’s assignment) from the schedule

When you are done making adjustments, click UPDATE THIS SHIFT.

Published Shifts:

Once a shift has been published, it has been broadcasted to the person that their schedule is updated.  This means that they can see the shift on their schedule, and that they assume that this is when they are working.  It becomes more sacred.

So, after you edit a published shift, we actually send an SMS and and email to them to let them know that you changed their schedule and to document that you communicated with them about the change.

Assign Shifts:

Assigning an employee to a shift is a way to edit a shift as well.  This is most commonly seen as you are using a template, and specifically when you hit the skip, assign later button while using smart scheduling.  Keep in mind, you can also change the time of a shift in this process.

Simply click the assign employee option from the menu, and it brings up the Create Shift window.

Screen Shot 2014-10-11 at 9.05.18 AM