Here at Connecteam, we understand that effective scheduling is one of the most important parts of running a business. Changes to the schedule happen constantly, and manually editing each shift can be cumbersome and tedious. Therefore, we have created the ability to select multiple shifts simultaneously and allow you to manage them all in bulk. Let's dive deeper into these bulk actions you can perform in your job scheduler!
This article will cover:
How to Select Multiple Shifts in Bulk
To use the multiple selection capability, start by navigating to the Job Schedule feature from the left sidebar and accessing your schedule. The multi-select option is available in all views: users' view, jobs' view, and layers' view. Make sure you are in the correct view before continuing. To change views, click View options and select the one you want to work in.
To access the multiple selection capability and start taking actions in bulk:
Hover over a specific shift
Click on the three dots in the upper right corner
Choose the Select option. Notice how all other shifts in the schedule for that week will become available for selection
💡Tip: To select shifts more quickly, you can select the box next to a specific day to select all shifts from that day at once, select the box next to a specific user to select all shifts assigned to that user for the week, and click on the "Select" option at the bottom to select all shifts for the week or all shifts by the same job, then choose the determining job.
Once you select the shifts, access the Actions menu at the bottom and choose which action in bulk you need to take.
What Bulk Actions Can I Take on Shifts?
After following the steps above and accessing the Actions menu at the bottom, you will be able to choose from the following quick actions in bulk:
Edit selected shifts: This option allows you to make changes to the selected shifts. The changes can include adjusting the date, time, timezone, title, job, assigned users, color, location, and more. Once you've made the necessary changes, click 'Confirm edit'.
Publish: This option is used when you save your shifts as drafts and want to publish only a few of them.
Unpublish: This is a great option when you want to change the schedule without your users being notified or if you accidentally published the schedule too early and need to make changes.
Assign users: Assigning users to shifts can be challenging, and there are times when you need to do it quickly or have too many shifts. The option allows you to do just that. It allows you to add new users to the existing assignments of a shift or to replace them completely. This is particularly useful if you a new hire and need to add them to specific shifts.
Allocate job: When you select on the three dots next to one individual shift, you also have the option to adjust the job selected in the shift.
Multi duplicate: This option lets you duplicate the shift but the number of times you choose. When you multi-duplicate them, they are saved in draft mode. You can then drag and drop these to users to assign them and publish them when ready.
Unassign all users: this option lets you unassing users from multiple shifts with a click.
Start chat: This option is ideal for quick communication directly with users working certain shifts. You can send an individual message directly from their shift and even create a team chat and send a message by selecting multiple users' shifts.
Deselect all: This option simply unselects the previously selected shifts. It is ideal if you accidentally select the wrong shifts or all the them.
Delete: At Connecteam, we understand that things change. Maybe your client canceled or a specific job was canceled. The delete option lets you make these changes and start over. This can be used, for example, if you are a cleaning company and your jobs are saved as clients. If one client cancels for a week, you can use multi-select to select the relevant shifts and delete them.
💡Tip: to delete all shifts for a certain week, you can access the Actions button from the top right corner and select "Clear week".
*The ability to use the multiple selection capability and take actions in bulk for shifts is available from the Advanced plan under the Operations hub*
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