Filling shifts and changing shift assignments in Timeline Scheduling

When you fill an unscheduled shift, you assign an employee to the shift (thus making it a scheduled shift). Filling an unscheduled shift applies only to the Jobs view.

Remember: An "unscheduled shift" is a shift that has been added to the timeline schedule but has not been filled, that is, assigned an employee. An unscheduled shift can also be called an "unfilled shift." A "scheduled shift" is a shift that has been added to the timeline schedule and has also been filled. A scheduled shift can also be called a "filled shift."

Click here for field descriptions.

Fields on the Fill Shift dialog box

Field	Description	Notes
Shift information section
General shift information	The text at the top of the dialog box provides the following information about the shift: Day of the week Date Time Job title	Read-only.
Assignment information	If the shift is unfilled, the displayed text is "Currently assigned to None." If the shift is filled, the displayed is "Currently assigned to [Employee Name, Employee #]."	Read-only.
Employee information section	Click in the column headers to sort.
Rank	Rank of the employee. Rank is based on the Sort Order of the scheduling criteria applied to the job or assignment.	Read-only. Rank is configured in Labor Structure, under Employee Sort Order.
Employee	Name of the employee.	Read-only. Format: last name, first name.
Weight	Measure of the number of conflicts associated with scheduling the employee for the selected shift. The higher the number, the more potential issues there are with scheduling the employee for the shift. For example, conflicts with availability or overtime will increase the weight (that is, create a higher weight number).	Read-only.
Home Job	Home job of the employee.	Read-only.
Scheduled Hours	Employee's scheduled hours for the week.	Read-only.
Available	Number of hours that the employee is available for the week.	Read-only.
Buttons section
Save	Applies your changes and closes the dialog box.	This button is available only after you select an employee.
Cancel	Closes the dialog box without applying your changes.

You can either fill a shift by dragging it to an employee or by selecting the unfilled shift bar and using the action menu.

Filling a shift using dual-timeline views

Filling a shift by clicking and dragging across timeline views is most commonly used method of filling an unscheduled shift.

Using dual-timeline views, open the Jobs view in one schedule pane and the Employee view in another schedule pane.
For more information, see The Employee and Job views.
In the Jobs view, select an unscheduled shift bar and drag it to an employee in the Employee view.
The employee is now assigned to the shift.

Filling a shift using the action menu

Do one of the following:
- Double-click the shift you want to fill.
  The Fill Shift dialog box appears.
  or
Select the employee to whom you want to assign the shift.
Select 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.

Note: If you are using dual-timeline views, after you fill a shift, the corresponding shift bar in the Employees view updates to display the job associated with the employee.

Changing a shift assignment

If a shift is already filled, you can reassign the shift to a different employee.

Select the shift bar for the shift you want to reassign to a different employee.
An action menu appears below the shift bar.
Select Change Employee ( ).
The Fill Shift dialog box appears.
Select the employee to whom you want to reassign the shift and complete the fields as necessary.
Select Save.
The Fill Shift dialog box closes, and the shift information updates to reflect your changes.