Shift Edit Window Details Humanity HelpDesk - Shift Edit Window Details

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Shift Edit Window Details


From your     Computer                                                    Applies to     Managers, Supervisors, Schedulers


Objective

The objective of this tutorial is to help you understand various functionalities under Shift Edit Window to modify or adjust the existing shifts.


Overview

If you have created a custom shift or need to make adjustments to a shift you’ve added using a shift template or scheduling template, you can modify the shift’s details in various ways.
The shift details may vary based on your selections.


Things to know before you begin:

  1. You must have a manager/admin, supervisor and scheduler access privileges to modify or adjust the shifts.
  2. You can navigate the schedule to different dates by clicking the arrows found at top mid of the app.
  3. You can modify the shifts under different basic and timeline views expect list view with help of the icons listed on the right-hand side.


The scenario outlined in this tutorial consists of the following building blocks:

  1. Shift Edit Window Details
  2. Shift Edit Drop-down Details


Shift Edit Window Details

 

Name
 
Description

Position
 
(Optional) You can edit the assigned position or create a new position to assign it to the created shift.

Title
 
(Optional) You can add a title to the created shift if you want your staff to view an important message or note on top of the shift.

Date
 
(Required) Set or edit the date for the shift.

Time
 
(Required) Set or edit the start and end time for the shift.

Repeat Options
 
 
(Optional) You can schedule shifts once and have them repeat up to a number of years in the future.

Set Open Slots
 
(Optional) Open shifts let any qualified employee take the shift and control what shifts they can work on.

Number of Slots
 
(Optional) Select how many instances of an open shift you’d like to publish.

No Remote Site Set
 
(Optional) If the shift will take place off-site from your primary or additional locations, you can set a remote site.

Shift Notes
 
(Optional) You can add detailed notes.
Employee
(Required) You can assign employees to the shift created by selecting it from your preferred options listed below:
  1. Who’s working: shows the employee(s) that are assigned to work for that shift.
  2. Available: Employees that are available and qualified to work the shift are listed under ‘Available.’
  3. Unavailable: Employees that are unavailable but qualified to work the shift are listed under ‘Unavailable.’
  4. Vacation: means the employee has requested day-off and should not be assigned to work on the shift.
  5. Overtime: means assigning the shift to the employee which puts them to work over their maximum hours.
  6. Staff from other positions: (Optional) It lets you select an employee from another position.

OnCall
 
(Optional) Adds employees to work on call and be available using this feature.

Coffee Icon
 
(Optional) Using this icon, you can schedule and define break duration within a created shift.

Delete this Shift
 
It will let you delete a shift, shifts in the following series or all shifts in the series.

 

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Shift Edit Window Drop-down Details

 
Name

Description
 

Assign Work Unit
 
(Optional) You can assign work units to the created shifts.

Sort by Employee Name/Sort by Employee Start Date
 
It helps you sort the employees alphabetically or according to seniority.

Show Assign Tasks
 
(Optional) You can assign sub-duties to staff on a single shift.

Show Filter By Skills
 
(Optional) You can filter employee(s) by skills i.e. any special abilities your employee(s) have to assign them on the shift.

Auto-fill Shift
 
(Optional) It allows you to fill shift randomly and automatically.

Shift History
 
It helps you view all the history of the specific shift.


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If you have any further queries, please don't hesitate to reach us at support@humanity.com. Happy Scheduling!