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Making a bulk change

Assign the same skill to several employees or across several days in one go, for example a week of sick leave or a regular meeting.

With a bulk change you do not have to edit each shift separately. This is useful for sickness, a team meeting, a daily kick-off or a training session.

How to do it

  1. Go to Schedule, open the actions menu (three dots) and choose Bulk change.
  2. Under Period, enter the dates in From and To. Does the change start or end partway through a day, for example when someone reports sick at 13:00? Then also choose a time. Otherwise the whole day applies.
  3. If needed, enter the time slot per day in Time, for example 09:00 to 09:30 for a daily kick-off.
  4. Without Repeating, the change applies to every day in the period. Only on fixed days? Turn on Repeating and choose every how many weeks and on which days.
  5. In Skill, choose the skill. Choose Off to clear shifts in that period.
  6. In Employees, choose who the change applies to.
  7. Leave Only within standard working times on if the change may only fall within the employees' working times.
  8. Click Next. Teamlead calculates the changes and shows the result.
  9. Check the result and click Apply. Then click Save in the schedule.

Good to know

  • The Employees list only shows employees who are employable today. Schedule an employee who starts later by hand.
  • A bulk change does not take breaks into account. Check the breaks afterwards and use Generate breaks if needed (see Scheduling breaks).
  • After saving, the changes on published days appear under Schedule changes.
  • Does something recur every week at the same time? Then put it in the shift template. There, too, you find Bulk change in the actions menu; you then choose Days from the pattern instead of a period.
  • On a holiday set to Show and clear schedule, a bulk change does not add anything.
  • Mandatory days off, such as a Christmas closure: make a bulk change with a separate skill, or make it a holiday via Settings > Holidays with Show and clear schedule (see Settings: general, breaks, holidays, work locations and shifts).

Not working?

  • Saved the wrong bulk change? Go to Schedule changes, filter on the period, tick the rows and choose Delete (see Viewing and undoing schedule changes). This works for published days.

See also