Template Shifts

Use the Shifts pages to add shifts to a schedule, add breaks automatically to shifts, and use Mass Update to edit, copy, assign, clear assignments, clear breaks, inactivate, reactivate, and delete shifts. In addition, view shifts using a list, week, and detailed view. View totals and coverage.

Adding Shifts to a Template

Select Templates from the main menu. Select a template or select Template > Settings and use the Menu button.
Settings window displays.
Select Shifts.
Shifts display in List format.
Use the Shifts Toolbar to add shifts either manually or using an existing Template, Schedule, or headcount Plan.
To add shifts manually, select Add > Shifts.
Add Shifts window displays.
Example:
Select the Day.
Select the Copies or number of shifts, i.e., number of employees you need to work.
If desired, select the Shift, i.e., established shifts.
Select shift Times. If desired add Break start and end times.
Note: If you add break times, the number of hours in the shift is reduced by the break time.
Select one Station.
Select a Shift Group if you are using shift groups.
If this shift should be worked by one employee, select that Employee.
Note: By selecting an employee, any other scheduling constraints are ignored.
Type Notes as desired.
Explanation: Notes display in the Note column of the shift and employees see the note when the shift is published in a schedule.
Select Save.
Shifts display in the template.
To add shifts to a template from an existing Template, Schedule, or headcount Plan, select the source.
Example:
Select the Template, Schedule, or headcount Plan you would like to add shifts from and select Submit.
Shifts are added to the template and display in the list.

Creating Auto Breaks

Select Templates from the main menu. Select a template or select Template > Settings and use the Menu button.
Settings window displays.
Select Shifts.
Shifts display in List format.
To add breaks, select Tools > Create Breaks.
Auto Breaks window displays.
Example:
Select the parameters for breaks.
Select Execute.
Auto breaks are added to the shift schedule. The number of breaks created displays in the lower left corner highlighted in green.
Select Close.

Using Mass Update

Select Templates from the main menu.
Select Shifts. Use the Menu button to select a template.
Shifts display in List format.
Select the check boxes of the shifts you would like to update.
Number of shifts displays in the Mass Update button.
Note: Select All to select all check boxes and None to clear all check boxes.
Select the action you would like to perform.
Example:

Window prompts: Update selected?
To update, select OK.
Changes display in the list.
Remember: Shifts need to be in an active state to be available for use in schedules.

Viewing Template Information

Select Templates from the main menu.
Select Shifts. Use the Menu button to select a template.
Shifts display in a List view.
Example:
To view a template in a Week view, select Week.
Example:
To view template details, select Details.
Select a shift.
Shift details display.
Example:
To edit the shift, assign an employee, or split the shift, see Editing Shift Information.
To view template totals, select Totals.
Select Employee or Station and Cost, Hours, or Shifts.
View displays the information selected.
Example:
To view template coverage, select Coverage.
Compare with other coverage and change interval as well as whether or not breaks are included.
View displays the information selected.
Example:

Editing Shift Information

Select Templates from the main menu.
Select Shifts. Use the Menu button to select a template.
Shifts display in a List view.
Select Details.
Select the shift you would like to edit.
Shift details display.
To edit shift information, select the Edit tab.
To view availability and assign an employee, select the Assign tab.
Select an employee to assign.
Window prompts: Assign employee?
Select OK to assign the employee.
Remember: By selecting an employee, any other scheduling constraints are ignored.
To Split the shift, select the Split tab.
Select the end time for Split #1 using the time picker.
Times display adjacent to Save.
Select the end time for Split #2 using the time picker.
Times display adjacent to Save.
Example:
Select Save.