Schedule Balance mode

Schedule Balance mode can be used to perform edits simultaneously for multiple employees. Normally, shift edits in ASV lock the entire schedule, preventing you from performing additional edits until the edit is applied. When the Schedule Balance check box is selected, shift edits only lock the row for the current employee until the edit is completed. You can perform edits to other employee rows during this processing time.
Schedule Balance mode can be enabled in Simple Edit and Details Edit modes and provides a limited set of schedule editing actions. You can perform these actions to edit the schedule when Schedule Balance mode is enabled:
  • Create new ad-hoc shifts
  • Edit shift details
  • Assign shifts
  • Unassign shifts
  • Delete shifts
Note: Shifts created in Master Rotations or One-time Schedules cannot be deleted or unassigned.
Schedule compliance and other validations are performed on the shift during the processing time. If any violations or validation errors are detected, then a violation icon is displayed in the Employee column when the row is unlocked. This icon is yellow for warnings, and is red for errors. You can click the icon to view the latest issue.
Note: Edits are not performed that would cause errors. For example, if you create a shift that overlaps an existing shift that is assigned to the employee, that shift is not created and a red error icon is displayed.