Maintain Shifts

Managers can type a shift into the schedule in Table View.

1. In the schedule, select a cell and enter the name of a shift template.
   For example, if your site has a shift template named day12, select the cell and enter "day12."
2. (Optional) Select a start time and an end time separated by a hyphen.

   Use standard time-of-day format. For example, select the cell and type "8a-4p" to create a shift from 8:00 in the morning to 4:00 in the afternoon.

Managers can use shift templates to add a shift to the schedule.

1. On the schedule, right-click a date cell.
   The Employee glance appears.
2. Select Insert Shift Template.
   The Insert Shift Template panel opens.
3. Select the shift template from the list. You can also use the Search box to locate the appropriate shift template.
4. Select Save.
   Note A shift created from a template is not linked to the template. If you modify the shift template, existing shifts do not change. Only shifts created after the shift template modification are affected. Similarly, if you modify a shift created from a shift template, the template is not affected.

Managers can add a shift using the shift glance.

1. On the schedule, right-click a date cell.
2. Select Add Shift on the Shift glance.
   The Add Shift panel for the selected employee appears so you can modify the shift label, use a template, add or modify segments, repeat a shift, and more.
3. Modify the panel, as needed.
4. Select Apply.
5. Select Save.

Managers can update a shift using the More icon in the Edit Shift slider.

1. On the schedule, right-click a shift.
2. Select Edit on the Shift glance.
3. Select the More icon (vertical ellipsis) near the top of the panel to access available actions for modifying the shift as a whole.
4. From the Actions drop-down list, select one of the following.
   • 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.
5. Select Apply two times.
6. Select Save.
   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 disappears and is replace by the start and end times. Best practice is to change the shift label if you modify the shift, in this case to 7a4p.

Managers can use the interactive shift graphic in the Edit Shift slider to easily update shift start and end times.

1. On the schedule, right-click a shift.
2. Select Edit on the Shift glance.
3. Use the shift slider graphic to adjust shift segment start and end times.
4. Drag the diamond left or right to adjust the segment start or end time.
   If the start or end time you need is not visible (because it is beyond the left or right edge of the slider) select the left caret or right caret to bring the desired time into view.
5. Drag the break left or right to reposition it without changing its duration.
6. Select Save.

There are times when only a portion of an employee’s shift, called a shift segment, requires changes.

1. On the schedule, right-click a shift.
2. Select Edit on the Shift glance.
   The Edit Shift slider opens.
3. To change the segment type, select the Segment Type to access 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.
   • Break is a default break.
4. Adjust the Start Time and End Time for the segment, as needed.
5. Select More (vertical ellipsis) next to the segment to access more actions.
   • Add Segment Before or Add Segment After creates a new adjoining segment.
   • Delete Segment removes a segment from the shift.
   • Add Segment Tag attaches a tag to the segment to identify defined characteristics.

   • Add Skills and Certifications enables you to specify specific qualifications for a shift segment.

6. Select the checkbox for the tag or tags you want to add.
   To find a specific tag, enter the first few letters of the tag name in the search field and press Enter.
7. Select Apply.
   Note You cannot add a tag to a break.

   Transfer Employee is an alternate method to define the segment as a transfer.

8. Select Save.

The Add Comment feature allows you to attach a predefined comment to the shift by selecting it from a menu.

1. On the schedule, right-click a shift.
2. Select Edit on the Shift glance.
   The Edit Shift slider opens.
3. Select Add Comment.
4. Select the applicable predefined comment from the first drop-down list.
5. (Optional) In the box, enter a personal note.
6. To delete a comment or a note, select the adjacent Trash icon.
7. Select Apply.
8. Select Save.

There are several other ways to create a new shift in the schedule in addition to the Add Shift icon in the shift glance.

1. Create a new shift in one of the following ways.
   • Select a cell with a previously defined shift, then press Ctrl+C. Select the cell you are defining, then press Ctrl+V. Repeat the Ctrl+V command to create additional copies.
   • Right-click a cell and select Copy. Then move the cursor to the cell you are defining, right-click and select Paste. You can repeat the Paste command to create additional copies.
   • Use the Insert Shift Template icon on the Quick Actions bar to select a shift template and then select date cells you are defining.
   • Use the Copy/Paste icon on the Quick Actions bar to select a shift to copy and then select date cells you are defining to paste the shift.
2. Continue defining the shift.