The objective of this tutorial is to help you understand how to edit the start and end date of an existing shift.
Access from your: Computer
Applies to: Managers, Supervisors, Schedulers
It is required to enter starting and ending date to create a shift, however, you can edit the start and end date of an existing shift if you wish to modify it later.
Things to know before you begin:
- You must have a manager/admin, supervisor and scheduler access privileges to edit the start and end date of an existing shift.
- You can navigate the schedule to different dates by clicking the arrows found at top mid of the app.
Edit ‘Date’ of a Shift
Step 1: Click ‘ShiftPlanning’ tab from the top panel as shown in Image 1.
Step 2: Click ‘Schedule Overview’ from the left-hand side filter panel as shown in Image 2.
Step 3: Click on the starting and ending date as shown in Image 3.
Step 4: You will be shown a mini-calendar, either select the date or move forward/ backwards with the help of arrows to select your preferred date as shown in Image 4.
Step 5: Click ‘Save & Close’ as shown in Image 5.
That's it, your shift will be moved to your edited date but to notify employees you will have to re-publish the shift again.
The assigned employee won’t be able to see the shift or be notified until you ‘Publish’ the shift individually or ‘Publish’ the schedule.
For more information about publishing 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!