Manage Recurrences Tool

Visit the Shift Recurrence section to view related articles which include information on editing or deleting one recurrence or shifts within a recurrence.

 

Manage Recurrences

To easily end or delete all recurrences for an employee, rotation, or department, use the Manage Recurrences tool. 

Note: You must have the ability to edit and manage schedules to view this feature. If you do not see it, please contact your organization administrator or our support team for assistance.

 

In Schedules, click on the Tools button, and select Manage Recurrences.

 

For Entire Department

To end or delete all recurrences found in the entire department.

1. In the Manage Recurrences tool, select the All option.
2. Select the department of interest from the Department drop down.

If you are ending recurrences:

• Enter the end date in the Recurrence End Date field. Any shifts after this date that are a part of the recurrence will be deleted.
  • Note that there will be no preview of the recurrences to be deleted.
  • Any shifts locked by a pay run, Shiftshark, Shift Bidding, or Time Off Request will not be removed.
• Review the information you have selected and entered. Make any changes required. Once all the correct parameters have been entered, click End All Recurrences.

If you are deleting recurrences:

• Before clicking Delete All Recurrences, note the following:
  • There will be no previews of the recurrences to be deleted.
  • The Recurrence End Date field is not used for deleting recurrences. All shifts that are a part of the recurrence which are not locked by a pay run, Shiftshark, Shift Bidding, or Time Off Request will be deleted.
  • This could include shifts in the current pay period which have not been approved in Daily Approval.
• Review the information you have selected and entered. Make any changes required. Once all the correct parameters have been entered, click Delete All Recurrences.

 

For an Employee

To end or delete all recurrences for a particular employee.

1. In the Manage Recurrences tool, select the Employee option.
2. Select the department of interest from the Department drop down.
3. Select the employee of interest from the Employee drop down.
   A listing of all the recurrences created for this employee in this department will be shown.
4. Select the recurrences you wish to end or delete by clicking the recurrence row or the Select All button. The selected recurrences will be shaded in blue.

If you are ending recurrences:

• Enter the end date in the Recurrence End Date field. Any shifts after this date that are a part of the recurrence will be deleted.
  
  • Any shifts locked by a pay run, Shiftshark, Shift Bidding, or Time Off Request will not be removed.
• Review the information you have selected and entered. Make any changes required. Once all the correct parameters have been entered, click End All Recurrences.

If you are deleting recurrences:

• Before clicking Delete All Recurrences, note the following:
  
  • The Recurrence End Date field is not used for deleting recurrences. All shifts that are a part of the recurrence which are not locked by a pay run, Shiftshark, Shift Bidding, or Time Off Request will be deleted.
  • This could include shifts in the current pay period which have not been approved in Daily Approval.
• Review the information you have selected and entered. Make any changes required. Once all the correct parameters have been entered, click Delete All Recurrences.

 

For a Rotation

To end or delete all recurrences for a Rotation.

1. In the Manage Recurrences tool, select the Rotation option.
2. Select the department of interest from the Department drop down.
3. Select the rotation of interest from the Rotation drop down.
   A listing of all the recurrences created in this rotation and in this department will be shown.
4. Select the recurrences you wish to end or delete by clicking the recurrence row or the Select All button. The selected recurrences will be shaded in blue.

If you are ending recurrences:

• Enter the end date in the Recurrence End Date field. Any shifts after this date that are a part of the recurrence will be deleted.
  
  • Any shifts locked by a pay run, Shiftshark, Shift Bidding, or Time Off Request will not be removed.
• Review the information you have selected and entered. Make any changes required. Once all the correct parameters have been entered, click End All Recurrences.

If you are deleting recurrences:

• Before clicking Delete All Recurrences, note the following:
  
  • The Recurrence End Date field is not used for deleting recurrences. All shifts that are a part of the recurrence which are not locked by a pay run, Shiftshark, Shift Bidding, or Time Off Request will be deleted.
  • This could include shifts in the current pay period which have not been approved in Daily Approval.
• Review the information you have selected and entered. Make any changes required. Once all the correct parameters have been entered, click Delete All Recurrences.