HS Scheduling: House Shifts – Fourth & HotSchedules Customer Success Portal

Overview

House Shifts are unassigned shifts that employees can request to work. When a schedule is posted, available House Shifts appear in the House Shift Manager, where managers can review and assign them.

For more information about approving employee requests, see HS Scheduling: Shift Approvals.

Fig.1 - House Shift Manager [select image to enlarge]

Create a House Shift

You can create House Shifts in several ways:

By applying a template with unassigned shifts
By copying a schedule that contains unassigned shifts
By converting assigned shifts into House Shifts
By creating a new House Shift manually

Create a House Shift Manually

Open the desired week in the Scheduling tab.
From the Menu, select Create House Shift.
- You can also use the keyboard shortcut Ctrl + Shift + H.
Enter the Date, Start Time, and End Time.
Select the Job, Location, and Schedule.
Select Save.

The House Shift is added to the House Shift Manager.

Fig.2 - Creating a house shift [select image to enlarge]

Edit a House Shift

To edit an existing House Shift:

Double-click the House Shift.
Update the Start Time, End Time, Job, Location, or Schedule and select Save.

Fig.3 - Editing a house shift [select image to enlarge]

Assign a House Shift

To assign a House Shift to an employee:
Drag the House Shift from the House Shift Manager onto the schedule.
Employees who are available for that shift are highlighted.
Drop the House Shift onto the desired employee's cell.

Note: Employees must be assigned the same Job and Schedule as the House Shift before it can be assigned.

For troubleshooting assignment issues, see HS Scheduling: Unable to Assign Shifts to Employees.

Fig.4 - Assigning a house shift [select image to enlarge]

Delete a House Shift

To delete a House Shift:

Select the House Shift and press the Delete key.
To delete an entire schedule (including House Shifts), use Delete Schedule from the Menu.

For more information, see: