How To Add/Create An Individual Shift
Scenarios:
You are using the Roster and within the Calendar area.
You want to know how to create or add an individual shift to the Roster.
This document assumes the following:
You are an active Enrolmy user.
You know how to navigate the Roster.
You have created a Roster template.
You have applied a Roster template to an activity.
Creating A Shift
You should know that you can create a shift and add it to the Roster at any time, including if a Roster is already published for an approval period.
Select Roster within the menu, and then Calendar
Use the Activities drop-down and select the activity that where you would like to add a shift to.
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Choose Create Shift
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The activity you selected will auto-appear in the drop-down. However choose another activity if you need using the Activity drop-down field.
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Carefully complete the Shift Details to add the Date of the activity that you want to add a shift on. Also choose the Start and End time of the shift.
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Choose the Position that you need to fill for this shift.
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Now use the drop-down to select the staff member that should fill this position in the shift.
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The Danger Zone options will allow you to add this shift to the roster for;
Only this shift (default option)
All subsequent shifts for the roster time period
All subsequent shifts for the activity
Select Save once you have completed the shift details
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You will now see the shift added to the Roster. Select the Draft arrow to re-publish this Roster.
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Awesome! Now you know how to publish a roster for an activity. You will see that during a published Approval Period timeframe, the Roster will state that it is Published on the Calendar.
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