Adding Time Slots to Shift Templates

To add a time slot to a shift template:

Task:

Select Scheduling Locations from the menu and then enter the name of the scheduling location in the Search box.
Select the card of the scheduling location.

Step Results: The scheduling location's card opens.
Select Shift Templates (it may be under the Actions menu).

Step Results: The Shift Templates window opens.
Click Add Time Slot or click on a cell in the grid.

Step Results: The Time Slot setup pop-up opens.
Select the days of the week on which this shift occurs and select Next.
Select the appropriate Shift Template associated with this time slot, the Begin and End Time of the shift, the number of hours expected to be serving Service Type 2 (optional) as well as any related notes and click Save.

Step Results: The time slots appear on the grid.

If the scheduling location's Schedule Method is "From Source," you can assign the appropriate staff to each shift so that they are already assigned to slots when you generate the schedule.
Select the time slot on the grid.

Step Results: The Time Slot pop-up opens.
If the scheduling location's Weekly Cycle is not set to "1," then select or clear the check boxes for the correct week this shift should generate for and select Save.
Select Add on the Staff card.

Note: If the scheduling location's Weekly Cycle is not set to "1" and none of the Week checkboxes are seleted, the Add will be disabled.
Select the staff you want to assign to this time slot and select Save.
If the scheduling location's Weekly Cycle is not set to "1," then select or clear the check box for the correct Weeks (A, B, C, etc.) next to each staff to indicate which week the staff is assigned to that shift.
Select the minus sign to remove the staff from the time slot completely.

Step Results: A confirmation message appears.
Select Yes.

Step Results: The staff disappears from the card.
Click the X in the upper right corner to close the time slot.

Step Results: The names of the staff assigned to the slot appear in the time slot on the grid.