Add a temporary replacement to a shift

Use a temporary replacement to assign another member to all or part of a shift without changing who is responsible for the original shift.

You can also add a temporary gap to indicate that no member is assigned to cover a specific period of a shift.

Add a temporary replacement

1. Open the scheduling dashboard and select the shift that requires a replacement. The shift details panel opens.
2. Select Add a temporary replacement.
3. In the Add a temporary replacement panel, configure these settings:
   • Start time: Enter the start time of the replacement period.
   • End time: Enter the end time of the replacement period.
   • Details: Enter any relevant information about the replacement.

4. Select the member who will cover the shift.

   By default, the list displays members from the same scheduling group. To find a member from another group, enter their name in the Search field. You can only assign members who have a Petal account.

5. Select Add.
   The temporary replacement appears in the shift details panel. A temporary replacement icon appears on the shift tile. While the replacement is active, a blue indicator displays the end time of the replacement period.
6. To add another temporary replacement to the same shift, repeat the procedure.

Add a temporary gap

Use a temporary gap to indicate that no member is assigned to cover part or all of a shift. You can add multiple temporary replacement periods to the same shift. Y

You can add a temporary replacement from 72 hours before the shift starts until 72 hours after it starts. The replacement period must fall within the original shift's start and end times.

1. Open the scheduling dashboard and select the shift.
2. Select Add a temporary replacement.
3. In the Add a temporary replacement panel, enter the Start time, End time, and Details for the temporary gap.
4. Leave the member selection empty.
5. Select Add.
6. In the confirmation message, select Add again. The system adds a Temporary Gap label and a temporary replacement icon to the shift tile. While the temporary gap is active, a red indicator displays the end time of the gap.