In Schedules and Centralized Schedules, you can use the Mass Edit wizard to add and edit shift and segment details. For example, you could change all segments with the Sales Associate job assignment that start at 9:00 AM so that they start at 10:00 AM instead. To open the Mass Edit wizard, click Mass Edit in the toolstrip.
Role feature access:
- Schedules > Enable Segment Display
- Schedules > Mass Edit Wizard > Add Segment, Add Unfilled Shift, Edit Segment, and Edit Shift Details
The first step is to choose your action:
Examples:
- To mass edit shift start and end times, use the Edit Shift Details screen.
- To mass edit segments within shifts, use the Edit Segment Details screen. For example, you could use the Identify Segments for Mass Edit section to search for segments that are scheduled from 11:00 AM to 2:00 PM on Monday, Wednesday, and Friday for the Sales job assignment. Then, using the settings in the Edit Segment Details section, you could edit these segments so that they end at 3:00 PM instead of 2:00 PM.
- To mass add segments within shifts, use the Add Segment Details screen. For example, you could use the Identify Shift for Mass Edit section to search for shifts that are scheduled on Tuesday from 1:00 PM to 9:00 PM. Then, you could add segments to those shifts using the settings in the Add Segment Details section.
- Note: To copy the details of the preceding segment, select [Same] in the Job Assignment, Project, Docket, and Pay Code drop-down lists. For example, if you use the Mass Edit wizard to add a third segment to shifts and select [Same] in these drop-down lists, Dayforce copies the second segment’s details when it adds the third segment.
- To mass add unfilled shifts, use the Add Unfilled Shift screen.
- To adjust a shift's meal and break times based on your edits to the shift's start and end times, select the Auto Adjust Meal and Break Times checkbox. Clear the checkbox to keep the shift's original meal and break times.
After you enter your edits, you can review your changes in the Review and Complete screen. To edit any information on this screen, click Previous.
In the Review and Complete screen, the Accepted tab lists accepted shift or segment changes. For each shift or segment, it shows the name of the employee scheduled to work, the date, and details. The Rejected tab shows information on rejected shifts or segments: employee names, shift dates and times, and reasons.