There are two ways to replace a shift assignment.
1. Reassign the shift to someone else directly.
2. Post the shift for pick up with the expectation there is enough lead time for the shift to be filled.
1. Sometimes you will be able to fill last minute shift cancellations by reassigning the shift to someone directly. If this is the case, you can simply reassign the shift from your Employee Shifts panel.
Your Employee Shifts panel is located in the middle of your dashboard (see below). The Employee Shifts panel is used to make changes to shifts and eliminate the need to open the schedule to find the shift you want to change.
1. Click on the shift you have to reassign. The Shift Details dialogue pops up.
2. Click on Edit Shift. The Edit Shift Details dialogue will appear.
3. To add a reason that can be used for reporting click on Coding. A drop down box will appear choose "Called in sick but replaced".
4. Now reassign to the staff member who can work the shift.
1. Click on the Reassign tab
2. Choose the staff member who can work the shift
3. Save Changes
5. The shift will now appear on the managers Employee Shift panel with the new shift assignment and the message we added under the Coding tab.
Note: At any time you can look at the history of a shift by searching for the shift on your Employee Shifts panel (the drop down chevron on the panel allows you to do a date search) and clicking on the History tab on the Shift Details dialogue.
2. When you don't have someone to replace the staff member giving up their shift you can post the shift for pick up.
Click on the shift you want to post
Click on the curved arrow pointing right at the bottom of the Shift Detail.
Add a reason for posting the shift and if you are using work codes add the Called in sick but replaced work code. If you are using our timesheet module add the Payroll Code as well. Then, click Yes, post it.
