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How to add a Shift Plan to the schedule
How to add a Shift Plan to the schedule
Updated over 3 weeks ago

You can think of shift plans as templates which you can reuse. You can create many different shift plans and apply them to the schedule in order to organise your team in different ways at different times of the year.

To apply a Plan to the schedule, go to the 'Apply a Plan' button in the top-right corner of the schedule. You'll be prompted to select the Plan you want to apply and the period you wish to apply it for.

You can also choose which week of the Plan you want to start from. This is helpful if you are restarting a Plan after switching to another one.

Once you're ready, hit Apply and all of your shifts will be automatically added to the schedule for you.

💡You can apply shift plans over the top of other shift plans. Surfers who are part of both plans will be rescheduled onto the new shifts for the period the new plan was applied for.

💡If you apply a plan over the top of a manually added shift or a shift which has been manually edited then the new shift will be added but you will see a conflict indicator on the new shift. Learn more about what conflicts are and how to use them.

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