Rostery

Scheduling

Change many shifts at once

Scheduler10 steps

Bulk Edit is a separate screen for acting on a batch of shifts: move them, switch the worker, change the service, complete them, cancel them or delete them. It is how a week is repaired after somebody resigns or a participant goes into hospital.

Step by step

  1. 1

    Click Bulk Edit above the board. The board is replaced by the bulk screen; Back to Board returns you.

    Change many shifts at once, step 1
  2. 2

    Narrow the list with the client dropdown — All clients, or one participant.

    Change many shifts at once, step 2
  3. 3

    Tick the shifts you want to act on.

  4. 4

    Click Change Time to move them all to different hours, or Change Day to move them to another date.

    Change many shifts at once, step 4
  5. 5

    Click Switch Worker to hand the whole batch to somebody else — the usual fix when a worker leaves at short notice.

    Change many shifts at once, step 5
  6. 6

    Click Change Service Type to correct the service on all of them at once, which also corrects what they bill at.

    Change many shifts at once, step 6
  7. 7

    Click Complete to mark finished shifts as done, or Recalc to recalculate pay and charges after a rate change.

    Change many shifts at once, step 7
  8. 8

    Click Unlock if a shift is locked by an approved timesheet and genuinely needs editing.

    Change many shifts at once, step 8
  9. 9

    Click Cancel Shift to cancel the batch — you are still asked for a policy and a reason.

    Change many shifts at once, step 9
  10. 10

    Click Delete to remove the batch entirely. There is no undo, so use it for mistakes rather than for shifts that did not go ahead.

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