Creating ad-hoc shifts using the New Ad Hoc button

You can use the New Ad Hoc button to create a new shift anywhere in the schedule, including for dates or units that are not currently displayed. You can create a new shift for any unit that you have security access to and on any date where schedule edits are allowed. You can specify the shift's labor metrics, UDFs, and flags during the shift creation process.

  1. Load a schedule.
  2. Click New Ad Hoc.
  3. Specify this information:
    Date
    Specify the shift date.
    Unit
    Specify the unit for the shift.
    Shift Label
    Specify the shift label for the shift.
    Employee
    Specify the employee that you want to assign to the shift or leave this field blank to create the shift as an unassigned shift.
    Job
    Specify the job for the shift.
  4. Specify labor metrics for the shift as required. Labor metric fields are enabled by the system administrator during configuration.
  5. Specify UDF or flag values for the shift as required. If specifying values for UDF or flag fields that are different than default values in the configuration of the shift, the Override Shift Configuration check box must be enabled. UDF and flag fields are enabled by the system administrator during configuration.
  6. Click Add Shift.
    Note: An information message is displayed if the shift you are adding will not be in the currently displayed schedule. You can click OK to confirm the message and add the shift.
The shift is added to the schedule.