The job scheduler makes it effortless to create shifts or dispatch jobs for your team. For your employees, it's never been easier, with all the information regarding their shift, such as shift location, special instructions, and attached files for each and every shift.
With connecteam's job schedule have the flexibility to create different kinds of shifts to meet your business's needs, including open shifts, group shifts, or repeating shifts.
In this article we will go over:
Now let's begin!
What are Repeating Shifts and When Should I Use Them?
Repeating shifts are shifts that are part of a series and repeat based on a selected frequency. These shifts should be used when you know a shift will occur multiple times and you know the employee who will be working that shift.
Let's take a look at a few examples:
A cleaning company, whose client needs their house cleaned every Monday and Friday. This client prefers that only Mary will clean her house. For this, I can create a repeating shift.
I have a part-time employee who can only work on Sundays, Tuesdays, and Fridays. I want these shifts to go to him.
As a security company, on the last Monday of each month, my two senior armed guards are assigned to a cash-in-transit shift.
As a delivery company, I have a client who needs to receive a delivery on the first and third Wednesday of each month.
How to Create Repeating Shifts
To create a recurring shift begin by creating a regular shift in the schedule. This can be done either from the add shift button or the + button next the relevant date and user.
Then add the relevant shift information. To set the shift as repeating click on does not repeat and adjust the repeat settings. Take a look at how this looks below:
What Settings Can Be Set for Repeating Shifts?
The repeating shift settings are entirely customizable, meaning you can set the shift to repeat as often or as little as you need. Let's take a look at the options.
First, the shift can be set to repeat, Daily, Weekly, or Monthly. Then you can how often it repeats. For example, if it's every 3 weeks, every 2 months, every 4 days, and so on.
When creating a shift that repeats every week you will need to select the days of the week the shift will repeat. These are marked in blue. For example every 2 weeks on Monday and Wednesday.
When creating a shift that repeats every month you need to select the date you would like it to appear on, or choose from the available options such as the first Sunday, the second Tuesday, and so on.
Finally, regardless of how often the shift repeats you will need to decide either after what number of occurrences, or on what date the shift will stop repeating.
How Do Recurring Shifts Look on the Schedule?
On the schedule repeating shifts can easily be identified by a loop icon.
When hovering over the icon you can easily see which shift this is in the series and how many shifts remain.
Note that adding repeating shifts is available from the Operations Hub Advanced Plan
Frequently Asked Questions
Can I Make Changes to a Repeating Shift?
Yes, you can always edit a repeating shift.
If the shift needs to be changed to another date simply drag and drop it on the relevant date, or click on and edit the shift date. You will receive a message saying this shift is no longer part of the series and asking you to confirm the changes
If you need to change the employee assigned to one of the shifts this can be done as well. You'll receive a message asking if you want to make the change for this shift only, to edit all future shifts in this series, or all shifts in the series.
Can I Make a Group Shift Repeat? Can I Make Changes to a Repeating Group Shift?
Yes, you can create a group shift as a repeating shift.
You can also make changes to a repeating shift, when making changes to the date however they will apply to ALL the employees assigned to the the group shift.
If you change one of the employees assigned to the shift you will receive a message asking you if you want to edit this for this shift, all future shifts, or confirm the change.
Can I Delete a Repeating Shift?
Absolutely. Here at connecteam, we understand that sometimes things change. Like any other shift, you can delete a repeating shift by clicking on the three dots in the upper right-hand corner of the shift and selecting delete. Similarly to the scenarios already discussed, you will receive a message asking if you want to delete this shift only, delete all future shifts in this series, or all shifts in this series.
Can I Cancel or Stop a Series?
Yes, you can. Simply click on one of the shifts, enter the repeat shift settings, and select cancel settings. When publishing the shift you will be asked if you want to cancel the repeating settings for this shift only, future shifts, or all the shifts in the series. Take a look at how this looks below.
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