Create an individual shift (on duty, leave, sick leave) for one staff member either in the shift planner or the staff item.
- Open the
Shift planner for the date you want.
- Filter for Groups, Roles & Staff members to find the people you want.
- Right-click on the name you want in the right-hand list of staff members and create a new
Shift. Alternatively, click on
Shifts and Staff >
Shifts >
New and the search.
- Enter the Shift category or sub-category (on duty, sick, free, unavailable, etc.), then the date and times.
- If needed, select a Staff role for that shift.
Note: Only previously assigned roles are available for selection. The assignment does not appear in the event and only serves as a reference point for staff planning.
- Assign the shift to one of the Events from the picklist (optional).
Note: This assignment does not appear in the event and only serves as a reference point for staff planning.
Save your input by clicking on the icon in the top left-hand corner of the input window.
- The saved shift is now shown in the
Staff planner, provided the data sources Shifts or Allassigned shifts hav ebeen selected.