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Adding shifts in Timeline Scheduling

Adding shifts in Timeline Scheduling

The Timeline Scheduling screen enables you to add shifts in a variety of ways. See the instructions below for adding shifts in the Employee and Job views.

Note: The following instructions apply only to the Employees and Jobs timeline views.

Adding a shift using the Shift Operations section

  1. In the left pane, click to select a job or employee.

  2. In the Shift Operations section, click Add Shift  (  ).
    The Add Shift dialog box appears.

  3. Complete the fields as necessary.
    For more information, see Add Shift dialog box – field descriptions. 
  4. Do one of the following:
    • To save the shift, click Save.
      Or
    • To save and schedule the shift, click Save and Schedule.
    The dialog box closes, and a shift appears in the schedule pane.

Adding a shift by clicking and dragging

  1. In the left pane, click to select a job or employee.
  2. In the schedule pane, drag to create the shift by doing one of the following:
    • Click on a shift start time and drag right to a shift end time.
      Or
    • Click on a shift end time and drag left to a shift start time.
    A scheduled shift appears in the schedule pane. 

Adding a shift directly on the schedule pane

  1. In the schedule pane, click where you want to add a shift.
    An action menu appears where you clicked.
  2. In the action menu, click Add Shift (  ).
    The Add Shift dialog box appears.
  3. Complete the fields as necessary.
    For more information, see Add Shift dialog box - field descriptions. 
  4. Do one of the following:
    • To save the shift, click Save.
      Or
    • To save and schedule the shift, click Save and Schedule.
    The dialog box closes, and a shift appears in the schedule pane.

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