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Make Quick Schedule Changes using the "By Employee" Schedule View
If your schedule changes and you need to add
shifts or delete shifts, or if you have changes in work assignments, you can easily
make those changes both before or after the schedule has been published. The By
Employee view allows you to make changes very quickly without the page reloading
between changes and for Internet Explorer users 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 view that allows you to click a shift and change its position using the Quick Shift EDIT window. If you change a Published schedule notices can be sent to affected employees if their email has been added and they have chosen that option on their notifications setup page.
To Edit an existing shift using the By Employee view:
The Quick Shift EDIT window also has a "Show
Available Employees" link at the bottom that opens the
regular Edit Shift 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 - if you need to delete a shift you can click the shift and choose DELETE Shift 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 then to check off 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 you can 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.
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