The isolved adaptive app provides a user-friendly platform for efficiently managing employee schedules.
In this guide, we will walk you through the process of assigning, editing, and removing individual shifts within the app.
Navigating to Schedule Management
1. Navigate to the isolved adaptive app on any device
2. Click "Manage" > "Schedule", or select "Schedule" from the Manage card
3. Use the selectors at the top of the page to change views from day to week
The number of employees in the current list, total number of days scheduled, total days that are unscheduled and any scheduled absences for the selected date range will display under the day/week selector.
Total number of shifts assigned, and total hours scheduled display to the side of each employee listed. Each employee record may be expanded to display the shifts assigned for each day.
You can use the options on the left side of the page to filter the list of employees you'd like to manage, or use the search option to find a specific employee
Assigning an individual shift
Follow these steps to assign a shift to an employee:
1. Navigate to the date you want to assign the shift for
Use the arrows to navigate to past or future weeks.
2. Click here to expand the employee you want to add a shift to
3. Click "ASSIGN SHIFT"
4. Select the shift you want to assign
5. If you want to override anything on the shift you can do so by clicking "Override"
6. Click "ASSIGN"
Editing and deleting an existing shift
1. Click here to view the employee's schedule
2. Click on the shift you'd like to edit
There are four options to select from:
- Change Shift: Allows you to replace the current shift with another shift.
- Override Shift: This allows you to override the original shift’s settings, such as start and end time.
- Copy Shift: Presents the option to copy an assigned shift to another date.
- Remove Shift: Removes the current assigned shift from the employee’s schedule.
Replacing a Shift
1. Click on "CHANGE SHIFT"
2. Select the new shift from the dropdown
3. Click "SAVE"
Making Changes to a Shift
1. Click "Override shift"
2. Make the desired changes to the shift
3. Click "NEXT"
4. Change Labor and/or add a note if applicable
5. Click "SAVE"
It is important to note that any changes made to individual shifts should be communicated to the employees affected by the modification to ensure they are aware of the updated schedule.
Deleting a Shift
1. Click "Remove shift"
2. Click "REMOVE"
When removing a shift, it is important to consider the impact it may have on the employee's schedule and ensure proper communication is maintained.
Copying a Shift
1. Click "Copy shift"
2. Select the date you want to copy the shift to
3. Click "NEXT"
4. Select the employee(s) you want to copy the shift to
5. Click "COPY"