Manage a Rolling Schedule

Manage a Rolling Schedule

Below are the available options for editing and managing existing rolling schedules.

Shorten or Extend a Rolling Schedule

You can adjust the duration of a rolling schedule by changing its end date.

Follow these steps:

1. Right-click on the shift you want to modify.
2. Select Rolling Schedule → Edit Rolling Schedule.
3. Enter the new end date under Extend Rolling Schedule to.
4. Click Update Rolling Schedule to save.

Modify Content in a Rolling Schedule

You can apply changes to all future shifts in a rolling schedule.

Follow these steps:

1. Click on a shift within the rolling schedule.
2. Open the Edit tab.
3. Make the required changes.
4. Apply the changes to all future shifts in the repetition.

Book or Cancel Staff

You can book or remove employees for all future shifts in a rolling schedule.

To Book Staff

1. Click on a shift.
2. Open the Book tab.
3. Select the employee.
4. Choose All future shifts in the repetition.
5. Click Book.

To Cancel Staff

1. Click on a shift.
2. Open the Book tab.
3. Select the employee.
4. Choose All future shifts in the repetition.
5. Click Cancel.

Remove a Portion of a Rolling Schedule

This action will delete the selected shift and all following shifts in the repetition.

Follow these steps:

1. Open the schedule.
2. Click on the shift you want to remove.
3. Open the Edit tab in the side panel.
4. Check All future shifts in the repetition.
5. Click Remove Future.
6. Confirm by clicking Yes.

Delete an Entire Rolling Schedule

This will permanently remove the full rolling schedule and all associated shifts.

Follow these steps:

1. Right-click on any shift in the rolling schedule.
2. Select Rolling Schedule → Edit Rolling Schedule.
3. Click the trash can icon.
4. Confirm to delete the entire schedule and all shifts.