Add, edit or delete shifts in a team calendar

Use the Plan tab to manage the shifts in a team calendar. You can add new shifts or edit and delete existing shifts, as required. This is useful for updating shift patterns.

Each team’s shifts are held in a calendar within a work area. For example, calendars could be ‘Headquarters’ and ‘Factory’ in the work area of ‘Manchester’. Each calendar holds teams made up of resources (employees).

To add, edit or delete a shift:

1. Open the Plan tab.

2. Click and select the work area that you want to work with:

   

   By default, your previously selected work area is preselected.

3. Click No Calendar selected and select the calendar that you want to work with:

   

   By default, your previously selected calendar is preselected.

4. Scroll to the team and date that you want to work with:

   

5. Click in the cell for the date that you want to work with.

6. A pop-up window is displayed:

   

7. Use the radio buttons to select or remove a shift.

8. The calendar is updated.

9. You are now ready to publish the calendar.