SOP 50 · Scheduling · 2026-10-12

Build copy or bulk edit shifts

Review a multi-shift change before applying the batch.

Web · Administrator / Supervisor

1. 1

   Step 1 Open the batch tools

   Open Property schedule from Schedule, then expand Build shifts across properties to use the Bulk schedule composer.

2. 2

   Step 2 Build or reuse the draft

   Choose properties, service dates and eligible employees per property. Set Starts locally, Ends locally, notes and reason. Optionally load a device template or use Copy previous week, then inspect every copied date.

   

3. 3

   Step 3 Review and apply

   Select Review batch. Read every operation and warning, then Apply reviewed batch only when the full batch is correct.

4. 4

   Step 4 Bulk edit existing shifts

   Select eligible shifts in the portfolio schedule. In Bulk shift action choose Move or reassign or Cancel selected shifts. Set the change and required reason, then Review selected changes and Apply reviewed batch.

5. 5

   Step 5 Verify the result

   Inspect the saved shifts and pending acceptance. Save device template stores a reusable draft on this browser; it is not a published schedule or shared server template.