Scheduling Tool
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How to assign a shift
In the Plan tab, there are different ways to assign shifts: Drag and drop Arrows As a planner, you ca...
Kathleen Kelly -
How to remove an assignment
To remove an assignment : Click on the assignment and; Click on the red minus sign (-) next to the member'...
Kathleen Kelly -
How to open or close a shift
The Tasks tab enables you to make changes to the standard task configurations. Delete/Close To delete...
Kathleen Kelly -
How to assign an ineligible member
Whether a member is eligible or ineligible to be assigned to a shift is determined when the member was adde...
Kathleen Kelly -
How to change the hours of a shift
The Tasks tab enables you to make changes to the standard task configurations. To edit a shift, click ...
Kathleen Kelly -
How to change the hours of the assignment
When the hours of an assignment need to be edited without changing the actual hours of the shift. Click on ...
Kathleen Kelly -
How to view availabilities
Kathleen Kelly
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What is the Availability tab made for
The Availability tab in the planning tool allows the planner to get an overview of all of their resources' ...
Vicky Tremblay -
Post publication changes - notifications
Notifications can be sent for changes made to the scheduling tool once the period is published. Everyone th...
Kathleen Kelly -
How to change the amount of required members
The Tasks tab enables you to make changes to the standard task configurations. To edit a shift, click ...
Kathleen Kelly -
Multiselection
Multiselection saves time and increases your efficiency in using the planning tool whether it is to assign ...
David-Alexandre -
How to split a block of multiple time slots
Splitting a block of time slots allows the group planner to add assignments one time slot at a time in a si...
Philippe Gagné -
How to manually split a Shift
Here are the steps to manually split a shift between members using the planning tool. This can be used to s...
Kathleen Kelly -
How to split a shift
From the planning tool, the shift splitting feature lets you split a shift between two members of your grou...
Kathleen Kelly