{"id":226,"date":"2018-05-01T20:46:52","date_gmt":"2018-05-01T20:46:52","guid":{"rendered":"https:\/\/when2work.com\/help\/mgr\/?page_id=226"},"modified":"2021-08-16T18:31:11","modified_gmt":"2021-08-16T18:31:11","slug":"h-by-emp-drag-drop","status":"publish","type":"page","link":"https:\/\/when2work.com\/help\/mgr\/h-by-emp-drag-drop\/","title":{"rendered":"By Employee View – DRAG\/DROP – Move, Clone, Swap, Undo"},"content":{"rendered":"

The\u00a0By Employee<\/strong>\u00a0schedule view allows you to quickly make shift changes. This is the preferred view for making schedule changes because the page does not need to reload after each change and you can also use the drag\/drop feature to quickly move, clone, or add shifts.\u00a0<\/p>\n

Note that this view’s EXPORT file is different from other views, as it is the only export that includes daily totals for each employee.<\/p>\n

This view can also be set to show approved and pending time off using the “Change Layout” window.<\/p>\n

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You can move a shift by left click\/dragging the shift to another day or employee, or copy a shift by holding down the Ctrl key (Shift on a Mac) and click\/drag the shift to another day or employee. It also allows you to swap two shifts by dragging and dropping one shift on top of the other shift (you will be asked to confirm swap).<\/p>\n

To assign an open shift, drag an Unassigned shift and drop it onto an employee\/day cell, or you can Unassign a shift by dragging an employee’s shift and dropping it on the Unassigned row. You can also UNDO changes made with drag and drop. This can really speed up making changes to your schedule.<\/p>\n

Don’t see the Unassigned Shifts row? Click the “Change Layout”<\/strong>\u00a0link in the upper left and check off that option.<\/p>\n

On Published weeks<\/strong>,\u00a0you can decide whether or not to send email notifications to affected employees after each change using the “Send a notification for each change” checkbox that is defaulted based on your\u00a0SETTINGS<\/a>\u00a0<\/strong>page – check the box to have notifications sent to affected employees who have requested notifications (recommended), or uncheck the box to have no notifications sent.<\/p>\n

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Note: It may be useful to first filter your view to one position, if possible, when using drag and drop so you have only the appropriate employees displayed. If you need to drag a shift to a cell off the screen above or below, drag the shift and hold it over the bottom of the screen so that it will scroll down the page.<\/p>\n

To use the By Employee Schedule View<\/h2>\n

From any page:\u00a0<\/p>\n