Last modified by: Inclusion Support -

Find and Replace

To list an employee's shifts for a given period of time to cover or replace them with another employee start the Find and Replace tool in the schedule where you want to make the change.

 

find_and_replace.jpg

 

There are two types of replacing shifts, click on one of the options below to check its instruction:

1. Replacing an employee's shifts with another employee

2. Replacing an employee's recurring shifts with another employee

 

Employee's shifts with another employee - on the Find and Replace page

  1. Choose the employee needing replacement, and adjust the date period if needed and click Find (it will use the current scheduling period by default)
  2. Select a potential replacement employee.
  3. Click Check to see if the replacement employee has any conflicts, if so they will be indicated in the table listing.
  4. Choose the shifts to move to the replacement employee.
  5. Click Replace Shift(s)

 

Find_and_Replace_Shift.GIF

 

Employee's recurring shifts with another employee - on the Find and Replace page

  1. Choose the employee needing replacement, and adjust the date period if needed and click Find (it will use the current scheduling period by default).
  2. Select a potential replacement employee.
  3. Click Check to see if the replacement employee has any conflicts, if so they will be indicated in the table listing.
  4. Select the Recurrences tab.
  5. Choose the recurrences to move to the replacement employee (you can hide recurrences that don't have shifts in the current period if needed).
  6. Select the effective date the change will take place if the date is in the future, or leave as is to replace the recurrence from the current period forward.
  7. Click Replace Recurrence(s)

 

Find_and_Replace_Recurrence.GIF

 

 

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