From the Calendar page you can conveniently fine tune your schedule by editing individual shifts. The employee assigned to a shift and the time a shift starts / ends can be edited at anytime in the Calendar page. To edit a shift on your schedule navigate to the Calendar page by clicking on the Calendar icon, , in the managers dashboard.
Change the Employee Assignment of a Shift:
To edit a shift in the "By Employee" view hover your mouse over the shift you want to edit and you will see buttons appear below the shift details, .
Next click on the pencil, , button to edit the shift. This will bring up a pop up window where you can edit the shift details.
Now from the "Person:" drop down menu we can reassign the shift to Reginald Forman, you will note that he has an up arrow, , next to his name indicating that he is available to work the shift. (Note: To the right of Reginald Forman's name there are two numbers (13.25/35) the 13.25 is how many hours he is scheduled to work and the 35 is the maximum number of hours he should work in a week.)
Upon clicking the update button, , the shift will be moved from Bob Cote's to Reginald Forman's schedule.
Assign Employees to Available Shifts:
From the "By Employee" view on the Calendar available shifts will appear in the green row on the bottom of the page. To assign the available shifts to an employee the steps are similar to changing the employee assignment discussed above.
To assign the available shift click on the pencil button, , and then select the employee you would like to assign to the shift from the "Person:" drop down menu. After click the update button, , and the shift will be assigned.
Edit the Scheduled Time for a Shift:
To edit a shift in the "By Employee" view hover your mouse over the shift you want to edit and you will see three buttons appear below the shift details, , like you can see below...
Next click on the pencil, , button to edit the shift. This will bring up a menu above the calendar where you can edit the shift details.
In this menu you can edit the "Time In:" and "Time Out:" for Bob Cote's "Fall/Spring - AM" Shift. Let's say you won't need him in until 9:00 AM but you will need him to stay until 2:00 PM. All you will need to do is type in the "Time In:" and "Time Out:" values 11:30 AM and 7:00 PM like you can see below...
Once you click the update button, , you will see the shift time adjusted on the schedule. Bob Cote's "Fall/Spring - AM" Shift. on 3/26/2015 which was regularly scheduled from 7:00 AM to 12:00 PM is now scheduled from 9:00 AM to 2:00 PM.
Notes about Editing Shifts:
- If you edit a shift that has already been published your employee will not be notified by email, unless you select the toggle to "Email". However when they sign in to their account they will be able to see the edited shift.
- When editing a shift "Time In" and/or "Time Out:" times make sure they are in the form of (Hours:Minutes AM/PM) like 3:00 PM or 11:00 AM, if you tried to use a time like 3PM or 11AM it will not work.
- A note can be added about the shift by clicking on the "Add a Note" link.