Editing shifts in Timeline Scheduling

In both Job and Employee views, you edit a shift to change the shift details and assignments.

1. In the toolbar, click the Main Menu icon (  ).
2. From the drop-down list, under the Labor section, select Timeline Scheduling.
   The Timeline Scheduling screen appears in a separate tab.
3. Select a job and date from the Select Jobs and Dates drop-down list if necessary.
   
4. Do one of the following:
   • Double-click the shift bar of the shift you want to edit.
     The Edit Shift dialog box appears.
     OR 
   1. Click the shift bar that you want to edit.  
      An action menu appears below the shift bar. 
   2. Click Edit Shifts (  ).
      The Edit Shift dialog box appears. 

5. Complete the fields as necessary.
   For more information, see Add Shift dialog box - field descriptions.
   

   Note: The Edit Shift dialog box contains the same fields as the Add Shift dialog box.

    

6. Do one of the following:
   • To save the shift:
     • Click Save.
       The Edit Shift dialog box closes, and the schedule bar updates with the new information.
   • To save and fill the shift:
     1. Click Save and Schedule.
        The Fill Shift dialog box appears.
     2. Select the employee to whom you want to assign the shift.
        For more information, see Filling shifts and changing shift assignments.
     3. Click Save.
        The Fill Shift dialog box closes, and the shift bar in the schedule pane changes color and updates to display the employee's name.