Step by step guide detailing the process for editing a live shift from the ‘Shifts’ screen. Including updating shift details, changing the location & assigning the shift directly to a locum.
Firstly, on the ‘Shifts’ screen you’ll need to navigate to the sub heading ‘Shifts’ under the ‘All Shifts’ heading on the tabs on the left hand side.
You can manipulate the shifts that display at this stage by utilising the filterable options available such as ‘Date Range’, ‘Job Type’, ‘Location’ & ‘Region’.
In addition, you can further refine your search by selecting an option from the ‘Add Filter’ drop down menu.
Once you have located the shift that you wish to edit, click on the shift dates as this is a hyperlink that will bring you to the shift details screen:
On this screen you will see the green ‘Edit Shift’ button, click here to display the following modal:
The modal will load on the ‘Shift Details’ tab. From here you can update information such as ‘Position’, ‘Start Time’ & ‘End Time’ by selecting the relevant options from the applicable drop down menus.
You can also make edits to the ‘Hourly Rate’ & ‘Unpaid Break’ by simply free texting in or utilising the arrows provided to populate. To enable or disable negotiations for this shift simply check or uncheck the ‘Enable Negotiations’ check box provided.
Editing the Shift Location:
You can also change the location of this shift by clicking on the location displayed at the top of this modal. Once selected the below modal will display:
On this screen you will be required to select the ‘New Location’ from the drop down menu. Once selected the system will automatically pick up the shift details for the new location:
If required the shift details can be manually edited from this screen.
Once you’re happy with the changes select the green ‘Confirm’ button.
Assigning the Shift:
If you navigate to the ‘Assign Person’ tab, the modal will display as follows:
At this stage you will be required to select ‘Locum’ as the ‘Employment Status’, you will then be required to search for the locum you wish to assign the shift to.
To assign the shift to the selected locum, you must click on the green ‘Save Changes’ button.