Reschedule employees
👀If you need to transfer a shift or a schedule from one user to another, there are several different ways to do it, depending on the type of shift in question.
Individual shift
If you want to transfer an individual shift from one user to another, you can either drag and drop the shift or select the option via the shift> Book. Click the red cross to cancel the current user and then click the green button next to the user you want to book.
If you want to copy a shift to another user, you can do it in two different ways.
Either you can select more than one person to be booked for the shift. You do this by clicking on the shift> Edit > Number.
Another method is to right-click on the shift> Duplicate and replace. Click on Save and then drag and drop the shift onto the user you want to be booked.
Reschedule employees on a rolling schedule
- Right-click a shift in the rotation.
- From the menu, select Rolling schedule > Edit rolling schedule.
- Press the Select button > Select all shifts to make changes to all shifts in the rotation.
- Click Edit in the left panel.
- In the sidebar, press Tools next to the user you want to cancel. Then click Cancel for the selected shifts.
- Select the user you want to book for the shifts, and then click Tools > Book on all shifts.
- Press Update rolling schedule.
Rolling Schedule, Multiple Rolls
When you have multiple rolling schedules that are active at the same time, it is easiest to follow the same procedure as for a single roll, and then repeat it for each roll.