The objective of this tutorial is to help you understand how to drag and drop a shift to copy and move.
Access from your: Computer
Applies to: Managers, Supervisors, Schedulers
Drag and drop a shift to copy and move them for creating the best schedule for your staff as this makes it much easier.
Things to know before you begin:
You must have a manager/admin, supervisor and scheduler access privileges to drag and drop a shift to copy and move them.
You can drag and drop a shift to copy and move them in employee and position view.
You can drag the shift to any other positions corresponding cell - this will update the shift position.
You can drag the employee to already created shifts which will add such member to that shift.
Drag and Drop a Shift to Copy and Move
Step 1: Click ‘Shiftplanning tab from the top panel as shown in Image 1.
Step 2: Select ‘Schedule Overview’ from the filter panel as shown in Image 2.
Step 3: Click on any existing shift which you wish to copy/move to drag and drop as shown in Image 3.
However, to notify your employees of the changes to their shifts you will have to re-publish the shift again.
For more information about republishing the shift or schedule, go to ‘Publish Schedule.’
If you have any further queries, please don't hesitate to reach us at firstname.lastname@example.org. Happy Scheduling!