
{"id":236,"date":"2018-05-01T20:50:08","date_gmt":"2018-05-01T20:50:08","guid":{"rendered":"https:\/\/when2work.com\/help\/mgr\/?page_id=236"},"modified":"2021-04-19T19:52:20","modified_gmt":"2021-04-19T19:52:20","slug":"h-add-shift","status":"publish","type":"page","link":"https:\/\/when2work.com\/help\/mgr\/h-add-shift\/","title":{"rendered":"ADD SHIFTS to Schedule &#8211; Assigned or Unassigned"},"content":{"rendered":"<h3>Add Shifts To a Schedule\u00a0<\/h3>\n<p><span class=\"wp-block-embed\">Note you also can <a href=\"https:\/\/when2work.com\/help\/mgr\/uploading-shifts-from-file\/\">upload a csv file of shifts into any week<\/a> if your manager permissions allow it.<\/span><\/p>\n<p><strong>In our system, a &#8220;shift&#8221; is the time one employee is scheduled for a day. So, for example, if between 8am-5pm you need 4 cashiers, this would be 4 different shifts in our system.\u00a0<br \/>\n<\/strong><\/p>\n<p><strong>You can add shifts from any Weekly or Daily schedule view.<\/strong><\/p>\n<p><strong>Normally it is best to use the\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-view-edit-sched\/h-by-emp-drag-drop\/\">By Employee schedule view<\/a><\/strong>\u00a0to add shifts because it allows you to quickly add shifts without the page reloading each time. To add a shift on that view, you can click the cell that corresponds to the employee\/day OR you can use the\u00a0<strong>Add Shifts<\/strong>\u00a0button on any schedule view (see instructions below).<\/p>\n<p>The only information required for adding a new shift is the position,\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-view-edit-sched\/h-begin-end-times\/\">start and end time<\/a>, and day(s) to add the shift.<\/p>\n<p>Below is an overview of the many options that can also be chosen when adding a shift. Keep in mind that normally you will be using\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-importing-schedules\/h-importing\/\">Import<\/a>\u00a0to bring in your set of shifts each week &#8211; after adding your\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-firstsched\/h-add-first-shifts\/\">initial week&#8217;s shifts<\/a>, you should only need to add shifts if you need more than you had the previous week or in your\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-importing-schedules\/h-create-sched-temp\/\">Saved Template<\/a>.<\/p>\n<p><a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-view-edit-sched\/h-by-emp-drag-drop\/\">\u2192Click here for Quick Adding Shifts using the recommended\u00a0<strong>By Employee View<\/strong><\/a><\/p>\n<h3>Shifts can also be added from any schedule view using the &#8220;Add Shifts&#8221; button.<\/h3>\n<p>When you add a shift our system has <a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-auto-sched-week\/conflict-checking\/\">checks for any potential conflicts<\/a> and will warn you if any are found.<\/p>\n<p>From any weekly Schedule View:\u00a0<\/p>\n<ul>\n<li>Hover over the\u00a0<strong>Week of&#8230;.section and click the week<\/strong> you want\u00a0to\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-firstsched\/h-navigate\/\">navigate<\/a> to it. (Or click the arrow or the calendar)\u00a0<\/li>\n<li>Click the\u00a0<strong>Add Shifts<\/strong>\u00a0button to open the Add Shifts window\u00a0<\/li>\n<\/ul>\n<p><a href=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2020\/10\/ssaddshiftbyempw.png\"><img class=\"aligncenter size-full wp-image-4579\" src=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2020\/10\/ssaddshiftbyempw.png\" alt=\"\" width=\"700\" height=\"173\" srcset=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2020\/10\/ssaddshiftbyempw.png 700w, https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2020\/10\/ssaddshiftbyempw-300x74.png 300w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<p><strong>Optional Category<\/strong>\u00a0&#8211; if you have\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-cat-sft-colors\/h-add-new-cat\/\">created categories<\/a>, you can choose a category to pre-populate the fields with your &#8220;category default&#8221; information<\/p>\n<p><strong><span class=\"red\"><a href=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2020\/10\/ssaddshiftpopup.png\"><img class=\"aligncenter size-full wp-image-4580\" src=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2020\/10\/ssaddshiftpopup.png\" alt=\"\" width=\"500\" height=\"619\" srcset=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2020\/10\/ssaddshiftpopup.png 500w, https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2020\/10\/ssaddshiftpopup-242x300.png 242w\" sizes=\"(max-width: 500px) 100vw, 500px\" \/><\/a>1.<\/span>\u00a0Select A Position\u00a0<\/strong>for this shift using the dropdown menu<\/p>\n<p><strong><span class=\"red\">2.\u00a0<\/span>Start<\/strong>\u00a0and\u00a0<strong>End<\/strong>\u00a0time for the shift &#8211; Enter the time with the letter &#8216;a&#8217; or &#8216;p&#8217; after it to indicate AM or PM. (Ex. 816a) or enter as military time. You can enter any times you like down to the minute<\/p>\n<p><strong><span class=\"red\">3.\u00a0<\/span>Enter Paid Hours (optional)<\/strong>\u00a0 &#8211; if the shift includes unpaid\u00a0<strong>lunch or break time<\/strong>\u00a0you can uncheck the Auto Calculate box and enter the time the employee will be paid (Ex. 8am to 5pm with an hour lunch enter duration of 8 paid hours)\u00a0<\/p>\n<p><strong><span class=\"red\">4.\u00a0<\/span>Description (optional)<\/strong> &#8211; any text you want included with the shift and notifcations<\/p>\n<p><strong><span class=\"red\">5.\u00a0<\/span>Days to add Shift\u00a0<\/strong>&#8211; check off the days you want to add this shift<\/p>\n<p><strong><span class=\"red\">6.\u00a0<\/span>Create copies of shift (optional)<\/strong>\u00a0&#8211; if you need more than one employee for this time period to work this position, enter how many workers are needed (or Ctrl click to choose multiple employees in the Assign section)<\/p>\n<p><strong><span class=\"red\">7.<\/span>\u00a0Repeat Shifts<\/strong> &#8211; on unpublished weeks, if you want to repeat the shift(s) over a number of weeks, you can enter the number of weeks<\/p>\n<p><span class=\"red\"><strong>8.<\/strong><\/span>\u00a0Click the\u00a0<strong>Add Shift<\/strong>\u00a0button<\/p>\n<p><strong>Note: After adding the shift(s), the window will stay open for you to enter more shifts. For your convenience, the Position, start and end times, etc., are defaulted for the next shift.\u00a0<\/strong><\/p>\n<p>To change the times, simply click and type in the new times. When you are finished adding shifts for all of your Positions, click\u00a0<strong>Done<\/strong>, and the window will close.<\/p>\n<p><strong>Your schedule will now display with the new shifts and you are ready to make any needed changes you can then use AutoFill\u00a0<\/strong>to make the best assignments possible for your unassigned shifts.\u00a0<\/p>\n<h3>You can then use optional information that can be entered for any shift<\/h3>\n<p><strong>Description (optional)\u00a0<\/strong>&#8211; which can be displayed with the shift on the schedules (Ex. if there are special instructions to the employee or to display meal or BREAK TIMES) and is included in shift notifications.<\/p>\n<p><strong>Assign Employee(s)<\/strong> -You can assign an employee manually when adding a shift by clicking the employee name (to choose multiple employees, hold down Ctrl and click multiple names in the list). \u00a0In most cases, you will leave the assignment as &#8220;None (unassigned)&#8221; so that AutoFill can choose the best employee for you.\u00a0<\/p>\n<p><a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-cat-sft-colors\/h-why-use-shift\/\"><strong>Categories<\/strong><\/a>\u00a0&#8211; If you have shifts with similar begin and end times over multiple Positions, you can create Categories for faster entry. Click the Category drop down box and choose <strong>Add \/ Edit Categories<\/strong> to create categories with Add Shift default information (Ex. if you have similar night shifts for different positions, you can create a NIGHT Category and enter the defaults so that when you Add Shifts, you can first choose that Category, and the fields will be prepopulated but changeable).\u00a0<\/p>\n<p>&nbsp;<\/p>\n<p><span class=\"extrawords\">add shift add shift add shift new shifts\u00a0 add shift add shifts &#8220;add shift&#8221;\u00a0 add unassigned shifts\u00a0 how to add a shift how to add a shift\u00a0 add shift from calendar view\u00a0 how do i input shifts before I publish\u00a0 add ashift\u00a0 adding positions to schedule adding shifts adding shifts\u00a0 number of copies adding a shift &#8220;adding a shift&#8221; bulk add\u00a0 adding new shift add new shifts\u00a0 add someone to schedule\u00a0 assign shift to multiple employees\u00a0 assign shifts from bulk edit<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Add Shifts To a Schedule\u00a0 Note you also can upload a csv file of shifts into any week if your manager permissions allow it. In&#8230;<\/p>\n<div class=\"more-link-wrapper\"><a class=\"more-link\" href=\"https:\/\/when2work.com\/help\/mgr\/h-add-shift\/\">More<span class=\"screen-reader-text\">ADD SHIFTS to Schedule &#8211; Assigned or Unassigned<\/span><\/a><\/div>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":7,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/236"}],"collection":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/comments?post=236"}],"version-history":[{"count":34,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/236\/revisions"}],"predecessor-version":[{"id":7471,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/236\/revisions\/7471"}],"wp:attachment":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/media?parent=236"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}