Below is a guide to help you manage and edit shifts for subcontractor teams. We’ll go over two options:
Option 1 for editing specific shifts for a single day
Option 2 for managing recurring shifts for the team.
Edit a Specific Shift on a Specific Date for a Team
If you need to make changes to a single shift for a subcontractor team on a specific date, follow these steps:
Navigate to the Subcontractor Team Roster
Go to the Subcontractor section from the sidebar.
Find and select the subcontractor whose team’s shifts you want to manage.
Click on the Roster tab to access the shift calendar.
Click on the Shift You Want to Edit
Once on the correct team’s roster, locate the shift you need to edit for that specific day.
Click directly on the shift in the calendar to open the shift details.
Edit the Shift Slot
In the shift details, you can modify the shift slot. Change the time slot if needed (e.g., from morning to afternoon, or all-day).
Update the Shift
After making the necessary changes, click the Update button to save the changes to that specific shift for that team.
Delete the Shift (If Needed)
If you wish to remove the shift for that day, click Delete. This will remove the shift from the calendar for the selected date.
Edit Recurring Shifts (Weekly/Recurring) for a Team
If the subcontractor team has recurring shifts (such as weekly shifts), follow these steps to manage or update those shifts.
Navigate to the Subcontractor Team Roster
Go to the Roster tab within the subcontractor’s profile.
Select the team whose recurring shifts you want to edit.
Click on a Shift Within the Recurrence
Look for one of the recurring shifts in the team’s schedule.
Click on that shift to open its details.
Change the Shift Slot
To modify the shift slot, select the new time (morning, afternoon, or all-day) as required.
Decide How to Apply the Changes
Once you’ve selected the new shift slot, you’ll be presented with two options to apply the change:
Update Only This Shift: Apply the change to just the selected shift in the recurrence. Only the specific occurrence of the shift will be updated, and the other future shifts will remain unchanged.
Update All Shifts of This Recurrence: Apply the change to every shift in the recurring series. This option will update all future shifts for the team under the same recurrence.
Delete the Shift (If Needed)
If you want to delete a shift or the entire recurrence, choose from the following options:
Delete Only This Shift: Remove the shift for the selected date only.
Delete All Shifts of This Recurrence: Remove all shifts scheduled in the recurring series. This will delete all future shifts for that team in the recurrence.
