Copy/Paste Shift Requirements

pasting your requirement into the on site plan

You can copy/paste your shift requirement(s) if they are sent to you via email or spreadsheet.

  1. Select the requirement information from the email or spreadsheet that has been sent by your client.

  2. Copy the start times and other details that you may require, for example, expected stop time, and job number.

  3. Navigate to the Plan  Shift allocation (on site) screen.

  4. Select the date for which the requirement has been requested.

  5. Click the + symbol in the column header.

  6. Make sure you select the correct option to paste your data.

    • Start times only, or

    • Start time, expected stop time, and job number.

  7. Paste the data you copied.

  8. Click the Next button.

  9. Review the displayed shift information, you can click the Remove link to delete any shift that was added in error.

  10. Click Create once you are happy with the shift information.

  11. The number of unallocated shifts will be updated in the column heading. Click the + symbol again if you need to add more shifts on the same day.

  12. To review the unallocated shifts click on the number of shifts link and navigate to the unallocated tab.