π― For Admins and Schedule managers.
Learn how to create shifts or get to know the schedule here.
How to move shifts on the schedule
Drag and drop a Shift to the day an employee should be scheduled to work. This feature is handy if you use open shifts during the Employee view. Simply drag an Open shift and drop it to assign it to an employee.
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Move shifts in the Planday app
Press and hold a shift and select Move. Then tap on the place in the schedule where you want to move the shift - a blue plus must be visible there.
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How to copy shifts on the schedule
There are a few ways to copy or duplicate a shift.
Hold down the Alt / β Option key (on Mac) or the Alt key (on Windows). While doing so, select a shift and drag it to the desired location on the schedule until a small green plus appears. Drop the shift there to create a duplicate.
Alternatively, click on the three dots on the shift and press Copy shift from the drop-down list.
You can also create multiple copies when creating shifts.
Copy Shifts in the Planday app
Press and hold the shift and select Copy.
Then tap on the place in the schedule where you want to copy the shift - a blue plus must be visible there for this.
How to delete shifts from the schedule
You have several options to delete a shift from the schedule:
Option 1 - Tap on a shift to open it and press Delete in the edit window from the bottom.
Option 2 - Select one or more shifts via the checkbox and press the Delete button from the edit bar at the bottom.
Option 3 - Click on the three dots on a shift and select Delete shift from the drop-down list.
Option 4 - Navigate to Schedule > Tools > Delete this week to delete all shifts from the current week.
Please note:
When deleting shifts, consider using the Notify employee option to alert employees via a Planday message or SMS. (SMS charges may apply.)
Delete a shift from the Planday app
Press and hold a shift in the app and select Delete. Optionally, you can notify the employee if you activate the slider in the confirmation window. Confirm by pressing OK.
If you have opened a shift for editing, you will also find the Delete shift option if you scroll to the bottom.
See related articles:
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