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Editing shifts in bulk

Need to make a change to several shifts at the same time?

Do you need to make a change to all your shifts on the rota, or to several specific shifts at the same time? Here's how to do it.

Change the start or end time for multiple shifts

  1. Select the 'Week' view of the rota

  2. From the toolbar on the top right, click on the 'Select' option, which has a finger icon.

  3. Click on the shifts you want to update, or select all shifts (recurrences will not be selected)

  4. Click 'Edit' from the top menu.

  5. Toggle on the relevant edit option and enter the updates required.

  6. Click on 'Save'

  7. Make sure the updates are correct and then click on the 'Publish' button in the top right corner

It's also possible to make this type of update via the 'Month' view of the rota if you want to edit a larger number of shifts at a time.

Note: To modify all the shifts of a recurring shift, click here for the full article.

Editing options

Here's a full list of the update options when editing shifts in bulk:

  • Convert → Convert a shift to time off or vice versa

  • Move → Move the shift within the same day

  • Edit length → Edit the start or end of the shift

  • Edit locations → Update the location assigned to the shift

  • Edit positions → Edit the position and/or sub-position

  • Edit notes → Add notes or instructions for the employee

  • Edit resources → Add a resource or remove one or all resources

  • Edit breaks → Add a break, remove all breaks or delete automatic breaks

  • Edit tasks → Delete incomplete tasks or add tasks

Editing a single shift

To update a single shift:​

  1. Click on the shift

  2. Update the settings as needed

  3. Click on 'Modify' and publish the updated shift

If you need to edit information in the individual profiles of all your employees and not in the shifts, please see this article for bulk updates.

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