The objective of this tutorial is to help you understand how to update a recurring shift if some modification is required for your staff.
Access from your: iOS device
Applies to: Admin/Managers, Supervisors and Schedulers
A recurring shift can be updated/modified anytime later when a change is required. You can change start/end time and date, position, notes, title, breaks or employee assignment and a lot more.
Things to know before you begin:
You can navigate the schedule to different dates by clicking the arrows found at top mid of the app.
You can use the filters to set the filters and narrow down the view of the shifts.
You cannot update the repeating series while editing the recurring shift.
Update a Recurring Shift
Step 1: Tap the 'ShiftPlanning' tab > Tap on the shift > Tap 'Edit' tab as shown in Image 1.
Step 2: Edit the defined parameters to modify them > Tap 'Save' tab as shown in Image 2.
After saving the modifications you can select the way you want to update the shift as shown in Image 3 with the following options:
Only this one
All future shifts
All shifts in series
Step 3: Tap 'Publish' tab > Select the 'Publish Shift Options' > Use the toggle button if you want to resend acknowledgement requests > Tap 'Publish & Notify' tab as shown in Image 4.
Note: The assigned employee won’t be able to see the shift or be notified until you ‘Publish’ the shift.
That’s it a recurring shift is updated!
If you have any further queries, please don't hesitate to reach us at firstname.lastname@example.org. Happy Scheduling!