Workflow: Editing Shifts

Efficiently managing rosters often requires adjustments to shifts, whether they involve minor tweaks or significant changes. In MYP Time & Attendance, editing shifts can be performed through two primary methods: Quick Edits and Deep Edits. This guide explains when and how to use each method, their capabilities, and best practices for maintaining roster accuracy.

Quick Edits: Making Simple Adjustments

Quick Edits are designed for making minor changes to individual shifts directly within the roster interface. They are ideal for situations where immediate updates are needed without impacting the overall roster structure.

When to Use Quick Edits

• Adjusting shift times (e.g., start or end time changes).

• Reassigning a shift to another staff member.

• Adding or removing a participant from a shift.

• Modifying simple details such as descriptions or mandatory attributes.

How to Perform Quick Edits

• Locate the Shift: Hover over the desired shift in the roster or template.

• Open Quick Edit: Click on the shift to bring up the Quick Edit pop-up.

• Make Changes:

  • Start and End Times: Adjust the shift timing directly in the provided fields.

  • Description: Add or edit notes for the shift (optional).

  • Staff Member: Reassign the shift to a different staff member or update the number of required staff.

  • Participants: Verify or adjust the assigned participants.

  • Mandatory Attributes: Add or remove attributes based on the shift's requirements.

• Save Changes: Select Save to finalize the updates.

Key Benefits of Quick Edits

• Fast and easy to use for minor changes.

• No disruption to the overall roster.

• Allows immediate updates without additional steps.

Deep Edits: Comprehensive Shift Modifications

Deep Edits allow for more extensive adjustments, including changes that impact multiple shifts or the structure of the roster. They are useful for complex scenarios requiring detailed adjustments.

When to Use Deep Edits

• Splitting a shift into multiple segments (e.g., for sleepovers or overnight shifts).

• Changing fundamental shift details like NDIS line items or geolocation tracking.

• Applying edits that affect multiple shifts within a roster.

• Adjusting pay rates or other financial parameters tied to the shift.

How to Perform Deep Edits

• Access the Shift:

  • Open the roster and locate the shift you need to edit.

  • Click on the shift and select the Edit icon to open the detailed shift editor.

• Modify Shift Details:

  • Split Shifts: Convert a standard shift into a split shift to handle overnight pay rates or multiple time periods.

  • Edit NDIS Line Items: Add, remove, or modify billing details for participants.

  • Geolocation Tracking: Update tracking options based on shift requirements.

  • Shift Attributes: Change or update mandatory attributes tied to the shift.

• Save and Review: After making changes, select Save and Close. Review the updated shift for accuracy.

Key Benefits of Deep Edits

• Allows detailed adjustments to meet specific requirements.

• Supports compliance with complex rules (e.g., sleepovers, overtime).

• Enables bulk changes or edits to interconnected shift details.

Examples of Quick and Deep Edits in Action

Example 1: Quick Edit – Adjusting a Staff Member

• Scenario: A staff member cannot attend their assigned shift, and a replacement is needed.

• Solution: Use Quick Edit to reassign the shift to an available staff member and save the change.

Example 2: Deep Edit – Managing a Sleepover

• Scenario: A sleepover shift needs to be split into active and inactive segments with different pay rates.

• Solution: Use Deep Edit to convert the shift into a split shift, define the segments, and apply the appropriate attributes and pay rates.

Example 3: Deep Edit – Adding NDIS Line Items

• Scenario: A new billing line item needs to be added for an additional service provided during a shift.

• Solution: Use Deep Edit to add the NDIS line item and configure the billing details.

Best Practices for Editing Shifts

• Choose the Right Method:

  • Use Quick Edits for minor, immediate changes.

  • Opt for Deep Edits when adjustments require more detail or impact multiple factors.

• Review Warnings and Notifications:

  • Pay attention to system-generated warnings during edits to ensure compliance with roster rules.

• Communicate Changes:

  • Notify affected staff members or participants of significant shift adjustments.

• Test Changes:

  • After performing Deep Edits, review the roster and test shifts in a non-critical period to verify accuracy.

• Use Tags for Categorization:

  • Apply tags like ‘Sleepover’ or ‘Overtime’ to edited shifts for easier filtering and review.