Manage shifts directly from a calendar

Lumary WFM - This article provides an overview of the key features of the shift functionality for managing multiple sessions from Lumary WFM.

Shifts are a type of session that allow you to wrap sessions for ease of management. Shifts can be managed directly from the rostering calendars. Right-clicking on an individual shift will allow you to quickly manage key shift features.

Required and supported packages

Available with: Lumary WFM

Supported in: Lumary DC

This article explains how to:

• switch to the shift view on a roster
• hover over a shift for details
• add or change a worker.

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Switch to the shift view on a roster

To change the roster calendar display between Session View and Shift View:

1. Go to either the base roster, roster period or live schedule.
2. Look for the drop-down menu located next to the time zone selector.
3. Click the drop-down and select either Session View or Shift View.
4. The calendar will update to display your selected view.

Each view displays different content:

• The Session View will only show sessions. If the session has been assigned to a shift, it will indicate this by displaying a blue dot in the top-right corner of the session's card.
• The Shift View will only show shifts.

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Hover over a shift for details

To see more information about a specific shift:

1. Hover your mouse pointer over a shift.
2. A details popup will appear showing:
   • shift name
   • status
   • site location
   • start and end dates and times
   • assigned worker, and
   • associated sessions.

This quick preview lets you access important shift information without leaving the calendar view.

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Add or change a worker

To add or reassign a shift to a different worker:

1. Be aware that:
   • only one worker can be assigned to a shift, and
   • changing the assigned worker will update ALL associated sessions.
2. Go to the Shift View in the roster screen.
3. Right-click on the shift you want to modify.
4. Select Modify Workers from the dropdown menu.

5. In the Modify Workers screen:
   • remove the currently assigned worker, and
   • use the Worker field to select a new worker.
6. Click Save to apply the changes.

The system will update the assigned worker on both the shift record and all associated sessions.

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