Create a shift manually in the scheduler

Overview: Workforce allows managers to perform comprehensive shift management tasks to optimize time spent on scheduling and improve staff utilization.

Start from: The Workforce module.

• Select Scheduling > Scheduler 2.0 from the main menu.

• Parameterize the planner to be able to access the main grid.

To make the parameterization, see Access the scheduler.

Edit shifts

• Locate the shift you wish to modify and right-click.
• Select Edit Shift from the drop-down menu. 

• In the pop-up window, you will be able to modify:

• The Business Unit, in which case the associated activities are lost, and the shift must be recreated.

Notes: This is only possible for users who can manage more than one center.

• The Start and End time.
• The Activity or activities to be performed in the shift.

Notes: From the pop-up window it is not possible to change the day of the shift or the employee to whom the shift has been assigned, but you can change these values by dragging the shift to another employee or another day from the grid in any of its views.

Delete shift/Days off

• Locate the shift you wish to modify and right-click.
• Select Delete Shift or Delete day off from the drop-down menu. 

• In the confirmation window, select Delete to confirm the deletion of the shift OR Cancel to discard it.