Schedule Shifts for Resources

In order to schedule a shift for a resource, you will require the /showshifts access code and also the /editshifts code in order to make amendments to existing shifts.

1. Open the Schedule page
2. Locate the Resource you would like to book the shift for (You may need to select another view)
3. Click the Calendar icon next to the Resource name
4. The Holiday & Shift Editor will open
5. Select Shift radio button
6. Select a holiday type from the Type drop down list
7. Enter a description to appear on the schedule
8. Enter the holiday start and end dates, (it is possible to exclude specific days of the week using the checkboxes)
9. With shifts, you have the additional option of creating one shift that spans multiple days by selecting the Block radio option, (as opposed to creating shifts for individual days).
10. Click Save
11. The holiday will appear on the Schedule

Editing / Deleting Shifts

1. From the Schedule, click on the shift you wish to edit or delete.
2. The Holiday & Shift Editor will open with the shift you are editing selected
3. Edit the shift details and click Save
4. To delete, select the checkbox for each shift row in the Existing Holidays & Shifts table, and click Delete