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Replacements - Who's Available - Reassign a Shift
If an employee calls in sick, is called out or you would like to change the
assignment for a shift simply click the shift and choose another employee. The list of employees
displays in order of
availability and work time preferences with the best recommended employees
listed first. If employees have entered their work time preferences the list will
sort the employees in order by who prefers to work at that time on that day. The list can also be sorted alphabetically
by clicking the Name column heading.
Find a replacement for a shift using the By Employee view
From the By Employee View
Click the shift that you want to change to open the
"Quick Shift EDIT" window
Click the "Show Available Employees"
link
Then in the Shift Change window you can see a
list of available employees - sorted by who prefers that shift time. To choose a
new employee click their name (to see an employee's details double-click their
name) then click the Save Changes button.
Find a replacement for a shift on all other weekly views:
From any weekly Schedule View
Click the shift that you want to change to directly open the Shift Change window
Make any changes to the shift
Choose an employee to work the shift by clicking the name once. (Double
click the employee name if you want to view their details window). When you
click the Save Changes button that employee will be assigned.
You can choose "None (Unassigned Shift)" (If the
schedule is published and you have set "all unassigned shifts to appear on the tradeboard"
on your SETTINGS>Global Employee
Permissions page the shift will automatically be
posted to the tradeboard until a worker is assigned or picks it up)
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Another way to see who might be a good choice for a replacement is to click the "Availability Chart" link in that window. This gives a graphical view of who is available and who likes that time period along with each employee's number of hours under maximum for that week
Click Save Changes
The window will close and the schedule will be updated
Changing a published schedule automatically sends out notifications to all
affected employees who have set to be
notified (unless the Send Notices to Affected Employees box is
unchecked)
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Note: The Shift Change window defaults to the "Grid View" list of employees - if you
have any trouble with this grid or prefer your employees to be sorted by first name
you can try the "Non-Grid View." Click the "Non-Grid View" link in the
upper left of the Shift Change window to try it out. The view will remain the same
unless you change it back.
 All changes made to a shift in the last 30 days are
recorded in the shift's Shift History.
Related Topics:
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WhenToWork.com Online Scheduling
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