Bulk Shift Entry lets managers build a full week's schedule more quickly by adding multiple shifts at once, instead of creating them one at a time.
From the Schedule page, after a forecast has been entered, click the Bulk Entry button at the top of the page.
In the Bulk Shift Entry screen, start building the week's schedule by clicking Add Row.
You can add shifts two ways:
As Unassigned – pick the Position and hours but do not choose a user. These shifts appear in the Unassigned section of your Schedule page.
Assigned – select a specific user name to assign those shifts to the appropriate employee.
To add more rows for the same position, use the Plus (+) button beside the position name. You can also use the Plus (+) button to add another row for a specific user, where you may want to update the position on the added row – as shown below for user Parker Chapman.
Overnight shifts are shown with a moon icon, indicating the shift crosses dates. |
Once you have completed the bulk shift entry, select the Create Shifts button and these entries will populate on the Schedule page. If additional scheduling is needed, you can run another Bulk Entry.