Retail – Working with Open Shifts

Open shifts can be utilized when creating/editing a schedule.

Go to: Main Menu > Schedule > Schedule-Planner Retail

Note: All open shifts will appear as red shifts.

Note: Using the ‘Show/Hide’ option allows you to manage the display of open shifts.

View by Employee

When in the View by Employee screen, right click on the ‘Open Shifts’ bar under the specific day of the week. Select ‘Add Shift’.
Follow the process for creating a shift. (Process can be found in ‘Create/Edit a Single Shift’ job aid.)

Note: When creating an open shift, a specific job must be selected as the transfer.

The shift will appear in red on the ‘Open Shift’ bar at the top of the schedule.
To view all unassigned shifts, use the ‘Open Shifts’ dropdown.

When in the ‘View by Job’ screen, scroll to the desired job.
Right click in the specific day of the week, within the job. Select ‘Add Shift’.
Follow the process for creating a shift. (Process can be found in ‘Create/Edit a Single Shift’ job aid.)

Note: When adding an open shift to the job, the transfer will auto populate.