Add a shift

You can add a shift by entering it directly in a cell or by inserting a shift template. Follow these steps to add a shift.

Note:  You cannot add shifts on signed-off or locked days.

Create a shift by typing (Table view only)

  1. Click a cell in the schedule.
  2. Type either:
    • The name of a shift template.
    • a start time and an end time separated by a dash character. Use standard time-of-day format.

Create a shift from a template

  1. Right-click a date cell in the schedule. The Employee glance appears.
  2. Click Insert Shift Template >.
  3. (Optional) Find a template in the list by starting to type the shift template name; press Enter when the correct name is highlighted.
  4. Select the shift template.
  5. Save your changes.

Note: A shift created from a template is not linked to the template. If you modify the template, existing shifts do not change. Only shifts created after the template modification are affected. Similarly, if you modify a shift created from a template, the template is not affected.

Create a shift with all options available

  1. Right-click a date cell in the schedule. The Employee glance appears.
  2. Click Add Shift. The Add Shift panel for the selected employee appears.
  3. (Optional) In the top part of the dialog box:
    • Assign To:- Modify the shift assignment to any employee in the loaded schedule.
    • Use Template - Sets the shift parameters to match a predefined template.
    • Shift Label - Modifies the label displayed on the schedule when Shift Label visibility is selected.
    • Repeat This Shift For - Creates an identical shift each day starting with the selected day, and continuing consecutively for the number of calendar days you specify, including weekends and holidays. The number you type includes the first shift.

  • Optional: Select More near the top of the panel to see available actions for modifying the shift as a whole:
    • Use Template sets the shift parameters to match the shift template you select.
    • Change Shift Label modifies the label displayed on the schedule when Shift Label visibility is selected. Shift labels do not change automatically if you edit a shift.
    • Example: If the shift label is 7a3p, and a manager modifies the end time to 4:00pm, the label does not change and it no longer accurately reflects the end time of the shift. Best practice is to change the shift label if you modify the shift, in this case to 7a4p.

  • Optional: Use the shift panel graphic to adjust the start and end times of any segment of the shift.

 

    • Drag the blue diamond left or right to move the start or end time of a segment.
    • If the start or end time you need is not visible (because it is beyond the left or right edge of the panel) select the left caret or right caret to bring the desired time into view.
    • Drag the break left or right to reposition it without changing its duration. 

  • Optional: Make any changes needed for each segment of the shift.

    • To change the segment type select the segment type to see the menu, for example select Regular :
      • Regular is the primary location and job of the employee, which also references (as applicable) the employee's primary work rule, payer cost center, and labor category.
      • Transfer is the business structure (location and job), work rule, payer cost center, or labor category you define for this segment, for this employee. The Transfer panel appears.
      • Break is a default break.
        • Adjust the Start Time and End Time for the segment.
        • Select to see more options for modifying the segment.
      • Add Segment Before or Add Segment After creates a new segment adjoining this one.
      • Delete Segment removes this segment from the shift.
      • Add Segment Tag attaches a tag to the segment to identify defined characteristics. See Segment tags.
        • Transfer Employee is an alternate method to define the segment as a transfer. The Transfer panel appears.
        • Adjust the Start Time and End Time for the segment.
  • Optional: Add Comment allows you to attach a predefined comment to the shift by selecting it from a menu.
    • To add a personal note to the comment, type in the box.
    • To delete a comment or a note, select the next to it.
    • Shifts with comments attached appear like this on the schedule:
       
  1. Click Apply.
  2. Save your changes.

Note:  Shift labels do not change automatically if you edit a shift. Example: If the shift label is 7a3p, and a manager changes the end time to 4:00pm, the label does not change and it no longer accurately reflects the underlying shift.