If you have created Categories with any “Add Shift Default Settings,” these defaults will automatically appear when you choose a Category in the Add Shifts window. This can make adding similar shifts for different Positions much easier or it can be an easy way to pre-define begin and end times, paid hours, shift colors, etc.
To Add Shifts using Categories
From the By Employee Schedule View
- Click the cell for the Employee and date
- Choose the Category in the Quick Shift Add layer
- Any Category “Add shift defaults” ex. begin/end times or color, etc. will appear (any of the information can be changed for that particular shift)
- Click the Add Shift button
From any Schedule View:
- Click Add Shifts to open the Add Shifts window
- Before typing anything. choose a Category in the Category dropdown
- Any Category “Add shift defaults” ex. begin/end times or color, etc. will appear (any of the information can be changed for that particular shift)
- Enter any other desired information for the shift(s)
- Click Add Shift
To test the Category and view the shifts
From any Schedule View
- In the Category dropdown, choose your new Category name (Be sure the Positions dropdown is set to All Positions)
- The Schedule View will now include only the shifts in that Category
default times by position