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Celayix Free Trial: Adding shifts

Find out the simplest methods of adding, editing and deleting shifts in your schedule

C
Written by Celayix Support
Updated over a year ago

By now, you have some familiarity with your Schedule in Schedule Xpress. The next step is is to learn how you can build your schedule by adding, editing and deleting shifts.

Your Schedule in Schedule Xpress

In this article, we'll look at the following on building your schedule:

Managing your schedule

Extra scheduling tips

Next article...


Adding a shift

If you want to add shifts, you have two methods of doing so.

Method 1: Click Shift Tools and Add shift.

Add shift in Shift Tools

Method 2: Right click a blank space in your schedule and click Add.

Right click and Add in Schedule Xpress

After pressing Add shift, you'll be able to fill out the shift information such as:

  • Employee name

  • Scheduled start and end

  • Break duration

  • Customer

  • Site

  • Service

  • Notes (not required)

  • References (not required)

Once you've filled it out, you can press Add.

Alternatively, you can Add & Repeat if the assigned employee will be working the same shift multiple times in the current week. You can also paste copies as Open shifts, rather than with the employee assigned.

Add shift panel in Schedule Xpress

Once you've added the shift(s), don't forget to Save using the save disk.

Save disk in Schedule Xpress

Editing a shift

You can edit an existing shift using either of the two methods below.

Method 1: Right click and Edit.

Edit shift in Schedule Xpress

Method 2: Check mark shift > Shift Tools > Update shift.

Update shift in Shift Tools

These methods will bring up the shift panel and allow you to edit any of the shift fields.

Don't forget to Save once you make the change(s).


Deleting a shift

You can delete a shift using either of the two methods below.

Method 1: Right click and Delete.

Delete shift in Schedule Xpress

Method 2: Check mark shift > Shift Tools > Delete shift.

Delete shift in Shift Tools

These methods ask if you're sure you definitely want to delete the shift.

Don't forget to Save once you make the change(s).


A few extra tips!

Here's a few extra tips and additional information that will help you.

  • You can drag and drop shifts using your cursor.

  • You can highlight shifts you want to edit or delete using your 3 dots selectors.

  • Shifts can be copied and pasted using keyboard shortcuts such as CTRL+C to copy the shift (or CTRL+X to cut). You can paste a shift into a particular day by pressing CTRL+V.

  • You can use Advanced filters to search for specific information.

  • You can use errors and warnings to validate whether an employee can work a shift or not.

Now that you know the basics of adding, editing and deleting shifts, let's move onto the next article - Celayix Free Trial: Shift Templates.

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