Editing a recurring shift

  1. Click on Schedules from the command bar.
  2. Select the schedule you want to edit from the Select Schedule dropdown.

editing a recurring shift part 1

  1. Click on the shift that you want to edit. 
  2. On the Edit Shift modal, make sure that From This Date is selected so that the changes are applied to all future occurrences of the shift.
    • Note: You will only see the option to choose what shifts in the series to edit when you are editing a shift that is part of a recurring series.
  3. Make the changes to the shift that are needed.
    • You can make edits to the Shift Name, Shift Color, Start and End time, Auto-Scheduler Maximums per week, Minimum # of People, Enable/Disable Shift Claiming (when enabled for the Schedule), Position selections for the shift, Tasks and Notes, and all of the Recurrence settings.
    • Caution: if you change the shifts times or recurrence options, all future shifts in the series will become unassigned.
    • Learn more about the options for each repeat pattern.
  4. Click Save Shift or Save & Assign Staff to save the shift.
    • The Save Shift option will take you back to the calendar for the schedule.
    • The Save & Assign Shift option will take you directly to the modal for assigning staff to the shift.

editing a recurring shift part 2

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