▪Select the Schedules menu.

▪Select the Active menu.

To modify an existing schedule

▪Select the date to modify by clicking anywhere within that date to outline it in blue.

▪Click on the Actions icon and select Modify Schedule(s).

The following menu will appear displaying all the details of the shift. Use the scroll bar to view all details.

You can edit most fields by doubling clicking in the field or by selecting the desired option from the drop-down list as shown.

In this example the Day Code is being modified.

▪Double click in the Day Code window.

▪Click on the new Day Code.

▪Click Save.

You also have the ability to edit certain fields that do not contain a predefined drop-down list. For example, the start or end time of the shift can be modified at the Active Schedule level.

▪Double click in the field so the window is highlighted with a blue box.

▪Enter the new start time.

▪Click Save.

The modified shift now appears in pink, which is the colour we chose (under Options) to identify modified schedules from the rest. Please note the hand icon also indicating any manual change. Time changes will also be clearly defined with the exclamation mark icon (See image below).

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Adding a Shift

To manually add a shift to an existing Active Schedule, click on the date and it will become outlined in blue.

▪Click on the Actions icon and select Book Schedule from the drop-down list.

The following menu will appear. Using the drop-down arrows in each field to create the shift. The required fields for your facility are indicated in red.

If a required field is empty and Apply is clicked, a warning message will appear.

▪Select each of the fields you require.

▪To start your selection again, click Reset.

▪Once all your shift requirements have been selected, click Apply.

Removing a Shift

A shift come be removed from an employee's Active Schedule by either selecting Delete Schedule(s) to remove it permanently from the selected schedule date, or Unbook Schedule(s) to remove from the schedule it but leave an unfilled shift.

The Delete Schedule(s) option will unbook the employee from the schedule and deletes the schedule completely.

The Unbook Schedule(s) option will unbook the employee from the schedule, but leaves the schedule as unfilled.

▪Click on the shift to be deleted so it is highlighted.

▪Select Delete Schedule option from the Action Menu.

A warning message will appear.

▪Click Yes to delete the shift.

The Active Schedule will refresh and the shift is longer showing.

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Shifts can be copied / pasted either by using the CTRL C / CTRLV keyboard function or selecting Copy / Paste from the Action menu.

The Copy, Paste and Undo functions only apply to Shifts. These cannot be used when working on Attendance Codes.

▪Click on the shift(s) you wish to copy. This will outline it in blue.

▪Select Copy from the Action menu to copy.

▪Click on the date to copy the shift to.

▪Select Paste from the Action menu to paste.

The shifts will appear in the colour you have selected for manual shifts and the manual icon will be visible.

To copy multiple shifts at a time

▪Click on the first day, then holding down Control on your keyboard while clicking the remaining days.

▪Select Copy from the Action menu to copy.

▪Click on the first day, then holding down Control on your keyboard while clicking the remaining days.

▪Select Paste from the Action menu to paste.

You will now see the copied shifts appear on the schedule.

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