Creating a New Shift Profile (Legacy)

Whether you are adding a new shift to your schedule, or updating an existing one, making changes to your shift profiles can be completed quickly and easily. 

Important things to note:
Making changes or updates to an existing shift profile will not update or edit existing schedule items. Any changes made to shift profiles will only be reflected when creating a new schedule or by reprocessing the existing schedule. 

Getting Started:

First navigate to ePro Scheduler > Scheduling Admin > Manage Shifts. 

On this page you will have the option to choose an existing shift to edit or create a shift by clicking the 'New Profile' button. 

Adding a new profile:

When creating a new profile, the main information you will need to start will be the shift name and the alias. The alias will be a shortened version of the name shown in some schedule views where space is tight, so make sure you can recognize the shift from this alias.

Next you will click 'Save Profile'. This will automatically prompt you to add a shift to the profile. Here you will list the qualification, start time, template length, anchor date, and duration of the shift.

The template length is how you will determine the shift rotation. For example, if you were setting up a shift for an office worker that will work Monday-Friday each week, you would need a 7 day template length. Depending on the rotation of the shift, you might require a 3 or 9 day template length. 

Once you save your changes, the shift will be added to the profile and you will be prompted again to create a shift. If you are finished adding shifts, just close the window or click 'Close'.

Editing a shift:

To edit shift information, you will click on the blue hyper link of the qualification for the shift you need to update. 

This will bring up a new window that will allow you to turn days on or off using a check box, as well as change the start time and duration if needed. Once finished making edits, click 'Save' and then 'Close' to refresh the page with your changes. 

Once you finish making changes to your shift profile, you are ready to begin creating and connecting Staffing Templates.  For a detailed walk through on creating and editing staffing templates, click here.