Reassigning recurring shifts using Find & Replace

  1. Click on Schedules from the command bar.
  2. Select the schedule you want to edit from the Select Schedule dropdown.
  3. Click on the (recurring) shift that you want to make changes to. 
  4. On the shift's modal, click on the Find & Replace button. 
  5. On the Find & Replace modal, select the assigned staff member that you want to replace in the Replace field. And in the With field, 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.
  6. Choose the range of the replacement -- all future occurrences or until a certain date -- from the Date Range field. 
  7. 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.
  8. Optionally, click the Find only button to see a breakdown of the shifts that are going to be replaced.
  9. Click the Find & Replace button to complete the reassignment.

Reassigning a recurring shift with find/replace part 1

Reassigning a recurring shift with find/replace part 2

Reassigning a recurring shift with find/replace part 3

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