Goal
- How to increase or decrease the total time of a shift while in the Daily View of the Scheduler
Environment:
- Push Web App
Process:
Adjust by dragging the shift:
- Click the Scheduler tab
- On the left-hand navigation bar, click Weekly Schedule
- To the right of the current Week, click the drop-down menu and select Daily
- Hover your cursor over an existing shift, to the right or left end of the shift; a Left-Right Arrow icon will appear
- When the Left-Right Arrow icon appears, click your cursor and drag the shift to the left or right to increase or decrease the shift's total time
- Release your cursor to set the duration of the shift
- Once done, hover over the right or left end of the shift, and a pop-up will appear to show the updated start and end time of the shift
Adjust by editing the shift:
- Click the Scheduler tab
- On the left-hand navigation bar, click Weekly Schedule
- To the right of the current Week, click the drop-down menu and select Daily
- The page will refresh and the schedule will load to the current day
-
If applicable, to adjust the day of the Scheduler, either:
- Click a specific date from the Calendar icon on the left-hand navigation bar
- Click the Left or Right Arrow icons to adjust the date at the top of the screen
- Hover over an existing shift that corresponds with the relevant Employee and click the Pencil icon
- Under Tag, click the drop-down menu and adjust the specific Tag if applicable
- Under Presets, click the drop-down menu and adjust the specific Preset if applicable
- Click 12:00 AM - 12:00 AM and adjust the specific Start and End Times if applicable
- This information will automatically populate if a Schedule Preset is selected
- Under Breaks, click the Select A Break Type drop-down menu and adjust the relevant Break Type if applicable
- If a Break Type is selected, click Start Time and in the pop-up adjust the relevant time; the End Time will automatically populate based on the Break Type selected from Step 10
- Once done, click Add Break if applicable
- Under Comments, adjust any necessary information relating to the shift if applicable
- Once done, click Confirm
- The page will refresh to show the updated shift the Scheduler!
Additional Information
Administrators have two options to adjust a shift's time: they can modify it by quickly dragging it, or they can manually edit the start and end times by clicking on the shift via the pencil icon.
This feature saves users time and allows for quick adjustments to accommodate changing schedules effortlessly.
The Daily View enables users to view employee schedules in 30-minute or 60-minute intervals. This feature provides a clear visual representation of overlapping shifts among employees, ensuring adequate coverage and offering insights into daily work durations.
To adjust whether the Scheduler shows in 30-minute or 60-minute intervals, please navigate to Scheduler Settings and adjust the Daily Scheduler Scale toggle.
Please note that only Super Administrators and Team Administrators with permission to View/Update the Scheduler by Position(s) will be able to make adjustments.
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