Sometimes an employee departs your company while they are already assigned to shifts in the schedule. Fortunately, as an admin, you can transfer all the shifts of this employee to another employee (their replacement, for example) at once. This article will show you how to do this.
Selecting the employee
Navigate to the team list by clicking on the '👬' icon at the top right of your screen. Here, find the employee who left and click on 'Edit profile'. After clicking 'Edit profile', choose 'Transfer shifts' at the bottom of the menu.
Customizing the transfer
In the 'Transfer shift' view, you can specify the time period for the transfer and choose whether to transfer only shifts with a particular role. To avoid affecting your time tracking, make sure you only transfer future shifts unless you're doing this intentionally.
FAQ
Is it possible to transfer shifts to multiple employees?
Yes, it is possible. However, you cannot distribute the shifts by percentage, for example by assigning 50% of the shifts to one employee and 50% to another. Instead, you can transfer shifts within a specific period. For example, if there are 4 weeks of shifts to transfer, you can transfer the first 2 weeks to one employee and the next 2 weeks to another by adjusting the transfer period.