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Update a Shift Segment
Make real-time updates to shift segments on the Shifts tab. In Workforce Engagement, you can also update shift segments in the Intraday Management dashboard.
Required Editions
| View supported editions. |
| User Permissions Needed | |
|---|---|
| To view, create, and edit shifts and shift segments: | Shift Scheduling Planner OR Workforce Engagement Planner |
A shift segment’s start and end time must occur within the start and end time of its associated shift. For example, you can’t add a shift segment that ends at 5 PM to a shift that ends at 3 PM.
You can’t overlap shift segments. For example, if your first segment starts at 9 AM on Monday and ends at 10 AM on Monday, your next shift segment can’t start until 10 AM that same Monday. To replace an existing shift segment, delete it before you create the new one.
Your can always update shift segments in the shifts tab. If you use Intraday Management in Workforce Engagement, you can also update shift segments from the Team Management View.
Update Shifts from the Shifts Tab
- From the App Launcher, find and select Shifts.
- Click to open a shift.
- From the Related section, scroll to the Shift Segments related list.
- To the right of the shift segment, click the dropdown menu, and select Edit.
- Make your changes.
- Save your changes.
Update Shifts from the Intraday Management Tab (Workforce Engagement Only)
- From the App Launcher, find and select Intraday Management.
- Refresh the data in your Intraday Management dashboard, if needed.
- From the Team Management View, click a shift segment.
- Make your changes.
- Save your changes.
- After adjusting an support rep’s shift or shift segment, the Team Management View updates automatically. Manually refresh the Data Graph View to see it reflected there. The support rep assigned to the shift is emailed about the change.
