Edit Shifts

View a video

Use any of the following methods to edit shifts on the schedule:

• Drag the ends of the shift [Chart view only] — While the shift is in edit mode (highlighted orange), use the directional arrows to drag the shift to extend or shorten the length.

• Drag an entire shift from one employee to another or from one day to another.

  If you drag a shift that is involved in a shift swap, a warning message appears to let you know that moving the shift cancels the shift swap.

• Select a shift, then click Delete to remove a shift from the schedule.

• Select a shift, then click Edit . The Shift Details pane displays the information for the shift. You can do any of the following:

  • Select a name to assign a different employee to the shift.

  • Use the calendar and clocks to change the start and end time.

  • Add a comment.

  • Click Add to add a break. Add as many breaks as needed.

  • Select the type of shift (Opening Shift, Clean & Close, or Inventory).

  The shift type options can affect payroll based on the settings defined within your Organization Parameters.

• Select Quick Shifts — Drag a Quick Shift from the Quick Shift pane onto the schedule. Once the Quick Shift is on the schedule, you can edit it like any other shift.