How to add Shifts to the Week Roster? (V2)

Exploring Different Ways to Create Shifts in the Week Roster.

Creating shifts in your weekly roster has never been easier! There are now three simple methods to streamline the process. For efficiency, you can use two automated options with  shift presets, perfect for quickly adding commonly used shifts to your schedule. For those less frequent or unique requirements, you also have the flexibility to create shifts manually. This guide will walk you through all three methods, ensuring you can tailor your roster to suit any scenario with ease. 

• Drag & Drop Presets 
• Apply Presets
• Manually create a shift 

 

 

Drag & Drop Presets 

• Within the week roster, use the department filter along the top to select the department you wish to roster into. 
• Navigate to the right of the view, and select "Presets" 

• This will open your presets tab ready for you to drag and drop your configured presets into the roster. The default view will display for the department you selected first.
• If you have selected mutliple departments you can move between the presets using the "Department" dropdown menu in the "Presets" tab. 

• Always make sure to select "Save Shifts" in the top right so you dont lose any progress. 

🔥 PRO TIP: If an employee is scheduled to work a specific preset over multiple days, you can save time by dragging and duplicating the preset across those days.

• Simply drag the preset from the right side of the shift across the desired range of days. For example, if the shift is worked on Monday, Wednesday, and Friday, you can drag it across the entire week, then remove it from Tuesday and Thursday as needed. To delete a shift, click the three vertical dots next to it and select Delete from the dropdown menu. 

 

 

Apply Preset 

• Within the week roster, use the filter options to quickly locate the department or team member you wish to roster. 
• There are two ways to Apply Presets in the Week Roster. 

🔥 PRO TIP: If an employee is scheduled to work a specific preset over multiple days, you can save time by dragging and duplicating the preset across those days.

• Simply drag the preset from the right side of the shift across the desired range of days. For example, if the shift is worked on Monday, Wednesday, and Friday, you can drag it across the entire week, then remove it from Tuesday and Thursday as needed. To delete a shift, click the three vertical dots next to it and select Delete from the dropdown menu. 

 

 

Manually create a shift 

• Hover over the day and team member you wish to roster. You will see two icons appear, you will want to select the first icon. 

🌟 Helpful Hint: Double click on the day to open the shift creation window. 

• You can apply any additional rates that should apply to the shift. To enable this click on the rate option (supervisor or self check). For more information about the "Additional Rate" scenarios, click here! 
• If the employee has shift roles (qualifications) enabled within their staff profile these options will also be available for selection.
• You can enter a note into the free text field, if any context is required.