Adding Shifts To Your Schedule

Add Shifts To a Schedule

Normally it is best to use the "By Helper" Schedule View to add shifts because it allows you to quickly add shifts without the page reloading each time. To Add a shift on that view you can click the cell that corresponds to the Helper/day OR you can use the Add Shifts button on any schedule view (see instructions below).

The only information required for adding a new shift is the position, begin and end time and day(s). Below is an overview of the many options that can also be chosen when adding a shift. Keep in mind that normally you will be using Import to bring in your previously added shifts each week (after adding your first week's shifts you should only need to add shifts if you need more than you had the previous week).

Click here for Quick Shift Add using the "By Helper" View (preferred method)

Or Shifts can also be added from any schedule view by using the Add Shifts button

From any weekly Schedule View:

Roll over the Week of....section and choose the week you want and navigate to it. (Or click the

arrow or the calendar) (1.)

Click the Add Shifts button to open the Add Shifts window (2.)

1. Category (optional) - if you have created categories you can choose a category to prepopulate the fields with your "category default" information. If you do not use categories fill in the options as follows:
2. Select A Position for this shift

3. Begin and End Time for the shift - Enter the time with the letter a or p after it to indicate AM or PM. (Ex. 816a) or enter as military time. You can enter any times you like down to the minute.

4. Enter Helped Hours (optional) - (Duration of shift) - if the shift includes lunch or break time you can uncheck the Auto Calc box and enter the hours for the shift (Ex. 8am to 5pm with an hour lunch enter duration of 8 Helped Hours)

5. Days to add Shift - check off the days you want to add this shift
6. Helpers Needed (optional) - if you need more than one Helper for this time period to help this position enter how many Helpers are needed

7. Click the Add This Shift button

Note: After adding the shift(s) the window will stay open for you to add another shift. For your convenience the Position, begin and end times, etc. are kept for the next shift.

To change the times simply click and type the new times. When you are finished adding shifts for all of your Positions click Done and the window will close.

Your schedule will now display with the new shifts and you are ready to make any necessary changes and then AutoFill if you want to get the best assignments possible for your shifts.

Optional information that can be entered for any shift

Description - which can be displayed with the shift on the schedule displays, printouts and emails (Ex. if there are special instructions to the Helper or schedule meal or BREAK TIMES)

Assign Helper(s) -You can assign a Helper manually when adding a shift by clicking the Helper name (to choose multiple Helpers hold down the Ctrl key and click multiple names in the list) You can leave the assignment as None (Auto-Fill) so that AutoFill can choose the best Helper for you.

Categories - If you have shifts with similar begin and end times over multiple Positions you can create categories for faster entry. Click the Category drop down box and choose Add / Edit Categories to create categories for Add Shift information. (Ex. if you have similar night shifts for different positions you can create a NIGHT category and enter the defaults so that when you Add Shifts you can first choose that Category and the fields will be prepopulated (but changeable) for you.

NOTE: When adding a shift if you choose to assign a Helper who is not set up to help that Position you will be given an opportunity to add that position for the Helper in a new window - when that windows closes you will the message "Your shift was NOT added" - you must hit the Add Shifts button again to then assign the Helper to that shift.