• 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
  • 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 split a Shift - manually

    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