Employee tab: Shifts
The Shifts tab on the employee record provides an alternate view of the Shift Manager, but focused on and filtered to the shifts (and sessions) for the selected employee.
The tab comprises four primary focus areas:
Shifts versus Sessions
It is important to understand the difference between a shift and a session.
A shift is a contiguous block of time that an employee is scheduled to work at a given location and, typically, in a given role. A session is a scheduled, fixed-length training session attended by members. An employee who is a training coach would typically have multiple sessions scheduled during their shift. An employee who is, say, an administrator would have a shift allocated, but no sessions.
The filter bar
The filter bar allows the refinement of the data shown in the shift/session view.
The view may be filtered by venue and/or a given role assigned to the employee. By default, the view will show shifts and holidays. You may optionally include sessions by clicking the Show Sessions checkbox. You may toggle the display of holidays, by clicking the Show Holidays checkbox.
The filter is applied and the view updated by clicking the Filter button.
The action bar
The action bar is where you may make actions relating to shifts. These include:
- Adding a new shift, as described in the Adding/creating an employee shift article.
- Toggling the visibility of unpublished shifts, by clicking the Hide Unpublished button.
- From the Actions drop-down selector:
- Publish shifts this week
- Publish all future shifts
- Unpublish shifts this week
- Unpublish all future shifts
- Add a new ad hoc session
- Schedule a recurring session
- Clone a range of shifts, as described in the Cloning shifts article.
- Refresh the view
The navigation bar
The navigation bar is found to the left of the main shift/session view. It comprises calendars covering a 3-month period.
Clicking on any date within the calendars highlights the given week, and the shift/session view is refreshed to the same date range.
The shift/session view
The shift/session view will show the scheduled shifts, sessions and holidays for the given employee across the date period selected, and filtered as per your filter settings.
You may edit a scheduled shift by clicking on it within the shift/session view. Editing a shift is the same as per the Adding/creating an employee shift process.