Creating Multi-Shift Assignments
You can quickly schedule like shifts for multiple team members on the Schedule-All page.
Click the green +New button in the upper right, and choose Shift.
The New Shift box will open. Click on the Team Members drop down and choose the team member(s) and/or group(s) you want to be scheduled out together.
Once you are done you can enter the shift information that will be used to create that group of shifts including the date and time period. You will note the location and position fields now say, Multiple Positions/Multiple Locations.
If you hover over either Position or Location a Tool Tip will pop up letting you know that the last used location and position for each Team Member chosen for this shift, will be used. This means, for example, that if Jason was last a server at the West Side Cafe. Those will be his position and location for this shift then as well.
Once all information is entered, you can click Save to save the shifts as Unpublished, or click Save & Publish to immediately make them Published shifts.
Commonly Asked Questions:
Can I enter a manual wage that will stay with the Multi-Shift Assignment I create? Since Multi-Shift Assignments involve multiple team members with different wages, the wage will default to the wages in the team page. You may note that once more than 1 person is attached to a single shift the Hourly wage will be blank. This indicates that default wages are being used. If you wish to override using default wages, simply click on the hourly wage field and enter the wage you want to use. This wage will then be applied to all the selected Team Member's shifts.
Can I edit or delete the multi-Shift Assignments I created all at one time? Once shifts are created in bulk, they become their own separate shifts and are no longer tied together. Currently, this means, if you wish to edit or delete them, you will need to do so individually.
What if the defaulted position or location is not what I want for one or more of the Team Members I chose to schedule? Right now, you would simply click on them individually to edit them after creating them. You can edit them in the same way you would an individual shift at that time. (Important: We are working on adding functionality to allow you to make those changes within the Multi-Shift scheduling box in the future.)
Can I create a Multi-Shift Assignment that reoccurs out into the future? Yes. You can use the Copy tab when creating the shift and copy the shifts to other days of the week. You can then repeat the pattern into the future.
What if I am going to use this same schedule structure again and again? Do I have to keep doing Multi-Shift Assignments each week? Check out how to use a Week Template. This will allow you to save a schedule to be used again and again with just one click of a button. You can also use the option to Copy Previous Week. Simply go to the next week of the schedule- Choose Copy>Copy Previous Week.
You mentioned Groups. How do I create Groups, and what are they? You can find a detailed article here: Creating & Managing Groups
Didn't find the answer to your question? Reach out to Support.