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Bulk Editing Shifts Reference

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Applies to , ,

Overview

You can make edits to multiple shifts at once in the scheduler. Bulk editing is useful when you need to make changes to positions for multiple shifts, update start or end times for multiple shifts, or move a few different shifts to OpenShifts.

Considerations

  • Employee view, position view, and coverage view all support editing multiple shifts.
  • Only the single occurrence of a repeating shift is edited. The repeating instances are not edited.

View options

  • signifies that all shifts for an employee, day, or position are selected.
  • Dash icon signifies that some shifts for an employee, day, or position are selected.

Employee view editing

Edit multiple shifts employee view

Callouta
DescriptionCheck box to edit all the shifts for that day.
Calloutb
DescriptionCheck box to edit all shifts for that employee.
Calloutc
DescriptionCheck box next to individual shifts.
Callout Description
a Check box to edit all the shifts for that day.
b Check box to edit all shifts for that employee.
c Check box next to individual shifts.

Position view editing

Edit multiple shifts position view

Callouta
DescriptionCheck box to edit all the shifts for that day.
Calloutb
DescriptionCheck box to edit all shifts for that position.
Calloutc
DescriptionCheck box next to individual shifts.
Callout Description
a Check box to edit all the shifts for that day.
b Check box to edit all shifts for that position.
c Check box next to individual shifts.

Coverage view editing

Edit multiple shifts coverage view

Callouta
DescriptionCheck box to edit all the shifts for that day.
Calloutb
DescriptionCheck box next to individual shifts.
Callout Description
a Check box to edit all the shifts for that day.
b Check box next to individual shifts.

Edit multiple shifts

  1. Click Wrench button.
  2. Click Edit Multiple Shifts.Edit multiple shifts button
  3. Click the shifts you want to edit by selecting them individually, by employee, position, or the day.Multiple shifts selected
  4. Click Edit, then make your edits to the shifts.Edit buttonEdit shifts dialog
  5. Click Review Changes to confirm your changes.Review changes
  6. Review the changes you made, then click Apply Changes.Apply changes
  7. Click Done when you are finished making all of your bulk edits.Done button
Updated on June 14, 2021

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