Editing your Schedule after it has been published

This article will detail how to edit your Team Member schedule after you have published it

Let’s take a look at how to make changes to your schedule once you have published it

    ●  Log into Optii and click on the ‘Schedule’ tab


    ● You will see your published schedule for the current week


    ● You will notice that you have the option to 'Edit Schedule’ to the right of the ‘Actions’ menu

    Note: If you wish to Republish the schedule, this needs to be done from the ‘Draft’ view of the schedule


    ● You may also click on the small white arrow to the left of the green ‘Published’ button


    ● This will allow you to toggle back to the ‘Draft’ view and make edits to the schedule


    ● To schedule additional employees, click on the ‘Add Team Members’ button and add their shifts


    ● To add shifts to Team Members who are already scheduled this week, click on the gray circle with the plus sign and add in their hours


    ● To delete a Team Member’s shift, right click on the date to highlight it and select ‘Delete from Schedule’


    ● To edit or delete Team Members’ hours, you may change one shift at a time or multi-select to make multiple edits at one time


    ● For Example, you would like both Erika and Liz to start work at 10 am on Friday, January 1st and end their shift at 6 pm


    ● Simply highlight both Team Members’ hours on the specified date and right-click


    ● Within the pop-up box that appears, select ‘Edit Schedule’ and update the hours accordingly. You’ll see the note that you are editing 2 Team Members’ Schedules

    ● Click on the blue ‘Update’ button to save your changes


    ● Once you are finished editing the schedule, you may print the new version from the ‘Actions’ dropdown menu or click on the blue ‘Publish Schedule’ button to share the updated schedule with your Team Members via text message


    ● You will receive a pop-up notification to confirm your action

    If you have any questions about this report or how to use the information presented in the report -- do not hesitate to reach out to your Customer Success Manager for help!