Editing or canceling a shift

To edit or cancel a shift, follow the steps below.

Only an admin or a scheduler can delete a shift. A shift that is in the past, Completed or in Progress cannot be deleted.

 

Deleting or modifying a shift can be done from the following pages:  Dasboard Schedule Shifts

 

Steps

From the Dashboard page

1. Select Dashboard from the left menu bar.

2. Filter by Location and by Shift Status. 

3. Locate the shift (with the appropriate date and time) and team member that you wish to delete or modify. Click on the shift to open the shift card.

4. To delete the shift, click on Delete.

• Select an option from the Reason for Cancellation.
• Click on Delete again.

5. To edit the shit, click on Modify.

• All shift details can be edited with the exception of Position and Location. 
• Click on Save.

From the Schedule page

1. Select Schedule from the left menu bar.

2. Select the period and available filters to restrict your view.

3. Locate the shift (with the appropriate date and time) that you wish to delete or modify. Hover on the shift, click on More options.

4. To delete the shift, click on Delete.

• Select an option from the Reason for Cancellation.
• Click on Delete again.

5. To edit the shit, click on Modify.

• All shift details can be edited with the exception of Position and Location. 
• Click on Save.

From the Shifts page

1. Select Shifts from the left menu bar.

2. Filter by Location, by Shift Status, and by Position. 

(i) Click on a particular date in the calendar view to expand your viewing options, or review the shifts in List View.

3. Locate the shift (with the appropriate date and time) and team member that you wish to delete or modify. Click on the shift to open the shift card.

4. To delete the shift, click on Delete.

• Select an option from the Reason for Cancellation.
• Click on Delete again.

5. To edit the shit, click on Modify.

• All shift details can be edited with the exception of Position and Location. 
• Click on Save.