This feature allows the current roster to be changed into another roster depending on the start date. Once this new roster has been applied this should not affect the previous shift pattern, which gives you the ability to still view the past worked shifts.
To do this please follow the steps below:
- Go into View -> Live data
- Find the employee of interest
- Double-click on the employee
- This employee is already assigned to a roster "Production 9-5". Please note that when applying the "change roster", the previous roster assigned needs to be added first before adding the new roster.
- For example, enter the previous roster's start date and when this roster ends (end-date).
- In the Details tab click on Change roster
- Once the new tab loads, click on the green + button
- Select the already assigned roster
- Set the start date to when the roster started and set the end date
- Hit Create
- Click on the green + button again
- Once you've added the previous roster changes you can then add the new roster.
- Select the new roster from the list and set the start date as the same day that the previous roster ends
- Once you've filled out all required fields, click Create
- Once created this should now show the newly added roster
This roster should then apply itself from the start date. All the data from the previous roster will be saved.
Congratulations, you have now done a roster change!
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