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Shifts: Reassign recurring shifts using Find & Replace

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In the event that you need to adjust the staff that have been assigned to recurring shifts, you can use the Find & Replace tool for recurring shifts to alter those assignments in bulk. This allows you to quickly change the assignments for your recurring shifts without the need to change them one-at-a-time.

  1. Click on Schedules from the command bar.
  2. Select the schedule you want to edit from the Schedule for dropdown. Use the filter by dropdown to further limit the schedule to shifts with a certain status, staff member, or position.
  3. Click on the recurring shift that you want to make changes to. 
Clicking on a recurring shift in the schedule
  1. On the shift's modal, click on the Find & Replace button. 
The Find & Replace button in the shift details window
  1. In the Find & Replace window, select the assigned staff member that you will be replacing from the Replace dropdown.
  2. From the With dropdown, choose the staff member to assign to the shift.
    • If a position has been assigned to the shift, the staff in the With field will be separated by staff that meet the position requirements and those that do not.
  3. Choose the range of the replacement -- all future occurrences or until a certain date -- from the Date Range field. 
  4. Optionally, check the option to unassign the staff member even when the replacement is unavailable.
    • You will need to manually set new assignments for the shifts where the replacement is not available when this option is checked.
  5. Optionally, click the Find only button to see a breakdown of the shifts that are going to be replaced.
  6. Click the Find & Replace button to complete the reassignment.
Options in the Find & Replace window