Edit Open Shift dialog box in Employee Schedules
To edit an open shift, select the number of open shifts on the specified date in Employee Schedules, then, in the Open Shifts pane, select Edit ().This table describes the fields on the resulting Edit Open Shift dialog box.
Fields on the Edit Open Shift dialog box
Field | Description | Notes |
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Edit Open Shift
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Start Time |
Start time of the shift. Type the time in the field. |
Required. |
End Time |
End time of the shift. Type the time in the field. |
Required. |
Job |
Job type for the shift. Select the job from the drop-down list. |
Required. |
Assignment |
Assignment type for the shift. Select the assignment from the drop-down list. |
This field is available only if assignments are configured. |
Shift Category |
Shift category for the shift. Use shift categories to differentiate types of shifts such as Training, Temp, or Contract. For example, if an employee will spend an entire shift in training, you might designate the shift as a Training shift. Select the shift category from the drop-down list. |
Only select if applicable to the open shift. |
Event |
Event associated with the open shift. Select the event from the drop-down list. |
This selection is applicable only if the open shift is associated with an event. Only events scheduled for the selected date appear in the drop-down list. |
Schedule Group |
Select a schedule group from the drop-down list. |
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Find By Name |
Search for an employee by name. |
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Make Shift(s) Available for Employee Selection |
If ON (), the employees can request to pick up the open shift from the Mobile App. |
This feature is only available to managers whose employee records are mapped to a username in Employee User Maps. If you do not see this feature, please contact your System Administrator for assistance. |
Make Shift(s) First Come First Serve |
Allows managers to send shift pickup requests that do not require approval once accepted by an employee. If ON (), any accepted shift will automatically be approved. |
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Cancel |
Closes the dialog box without applying your changes. |
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Update Open Shift / Select Employees |
This button varies depending on whether Make Shift(s) Available for Employee Selection is ON () or OFF ().
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If Make Shift(s) Available for Employee Selection is OFF (), this button appears as Update Open Shift. If Make Shift(s) Available for Employee Selection is ON (), this button appears as Select Employees. |
Select Employees |
This screen of the New-Edit Open Shift dialog box is only available if Make Shift(s) Available for Employee Selection is ON (). |
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Shift details |
Start time, end time, and job for the open shift. |
Read-only. |
Schedule Group |
Filter the table by schedule group. |
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Show Secondary Employees |
If selected, the table displays secondary employees. |
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Search |
Type your search criteria in the field.The table automatically updates to meet the search criteria. |
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Employee selection table |
Select the check boxes next to each employee that you would like to receive the open shift. To select all employees in the list, select the check box in the column header. Columns in the table include:
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Back |
Returns to the previous screen of the dialog box. |
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Update Open Shift |
Saves your changes and closes the dialog box. The selected employees are notified of the open shift and can request to pick it up through the Mobile App. |
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