Jane has another way for you to quickly schedule staff holidays using the Manage Shifts tool. Take a peek at the two scenarios below to choose the one that applies to you!
- I’d like to remove multiple shifts from one practitioner’s schedule
- I’d like to override multiple shifts from multiple practitioners’ schedules
For more details on how you can use breaks to block time off for staff, head to our Booking a Break, Vacation and Holidays on Your Schedule guide for more details.
I’d like to remove multiple shifts from one practitioner’s schedule.
Jane’s Manage Shifts tool helps get the job done faster. Just a quick reminder to select your staff member within the schedule view before getting started.
Start by opening Manage Shifts and choosing the date range for the shifts you want to remove. Check the left side of the window to ensure no shifts are listed. If any remain, you’ll want to click the X next to them to clear the list.
Here’s a fresh example after having removed all of my shifts to the left so that Zoey can go on holiday between December 25th and January 1st.
I’d like to override multiple shifts from multiple practitioners’ schedules.
The first important step is to hover over each staff member’s name in your schedule view and click the + to the right to select everyone whose shifts you want to override.
Now, with the Manage Shifts window open, you can select your date range in which you’d like your shift schedules removed, select your staff members from your staff list, and remove any shifts to the left. If your shift schedule is empty, then Jane will know to remove all existing shifts within the date range you’ve chosen.
💡 Note: Being the overprotective parents that we are, Jane would like to remind your clinic to be extra careful when selecting the date range here. Any shifts within this range will be removed so long as your shift schedule is empty.
In this example below, I am removing all existing shifts for Amy, Jonathan, and Zoey between December 25th and January 1st.
If you see no Shifts populated to the left of your Manage Shifts window, and you proceed by clicking “Apply Shift Schedule”, then you are overriding your existing schedule by removing all existing shifts between this date range.
Jane will open a pop-up box that says, “Please note: if you already have shifts created, continuing will override those shifts”.