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Bulk Shift Actions

Perform mass operations on multiple shifts at once — move them to open, edit properties, or delete them — without touching each shift individually.


What Is This?

Bulk Shift Actions is a panel accessible from the Actions dropdown on the Schedule page. It lets you select a large group of shifts by period, day of week, employee, or shift template, and then apply one of three operations to all of them at once:

1
Move to Open
mdash; unassign all selected shifts (turn them into open shifts)
2
Edit
mdash; change a specific property on all selected shifts (marks, location, bonus, notes, salary)
3
Delete
mdash; permanently remove all selected shifts

Prerequisites

#PrerequisiteDetails
1Access to the Schedule pageAt least one project with a schedule
2Admin, Owner, or Manager roleEmployees cannot use Bulk Actions
3Existing shifts on the scheduleThere must be shifts to act upon

Opening Bulk Shift Actions

Shifton screenshot
1
Navigate to the Schedule page for your project.
2
Click the Actions dropdown in the top bar.
3
Select Bulk Shift Actions.
4
The Bulk Shift Actions panel opens.

Selecting Which Shifts to Affect

The panel has two tabs for defining the scope:

Period Tab

Shifton screenshot

Use this to select all shifts within a date range.

FieldDescription
Date from / Date toThe date range to include
Days of weekToggle individual days (Mon–Sun) to include only specific weekdays
Select shift templatesFilter by one or more shift templates (optional)
Select employeesFilter by specific employees (optional; leave empty = all)
Open shiftsRadio filter: No (exclude open shifts) / With (include open shifts) / Only (open shifts only)

Specific Days Tab

Use this to hand-pick individual calendar dates instead of a continuous range.


Applying an Action

After configuring the scope, click one of the three action buttons at the bottom:

Move to Open

Removes the employee assignment from all selected shifts. Shifts remain on the schedule as open (unassigned) — any qualified employee can pick them up.

Edit

Shifton screenshot
Shifton screenshot

Opens a dropdown to select what to edit on all selected shifts:

Sub-actionWhat It Does
Add a markApplies a shift mark/tag to all selected shifts
Remove a markRemoves an existing mark from all selected shifts
Set locationAssigns a location to all selected shifts
Delete locationRemoves the location from all selected shifts
Add bonusAdds a monetary bonus to all selected shifts
Recalculate salaryRe-applies the current pay rate settings to all selected shifts (useful after changing rates)
Add/delete notesAdds or removes a note on all selected shifts

After selecting a sub-action, fill in the required value (e.g., which mark, which location, bonus amount) and confirm.

Delete

Permanently removes all shifts matching the scope criteria. This action cannot be undone.


Access Permissions

RoleCan Use Bulk Shift Actions
OwnerYes — all projects
AdminYes — all projects
ManagerYes — assigned projects only
EmployeeNo

FAQ

Q: Can I undo a bulk action?
A: No. Bulk actions are applied immediately and cannot be reversed. Always review your scope carefully — especially the date range and employee filters — before clicking.

Q: What does “Recalculate salary” actually do?
A: It re-evaluates the pay rate for each selected shift based on the current Salary Settings (company rate, position rate, or location rate). Use this after you’ve changed pay rates so that existing shifts reflect the updated amounts.

Q: Can I use Bulk Actions to reassign shifts to a different employee?
A: Not directly. Use “Move to Open” to unassign shifts first, then assign them manually or let employees claim them.

Q: Will employees receive notifications after bulk changes?
A: No automatic notifications are sent. After completing a bulk action, go to the Schedule page and click Publish & notify employees to inform your team.

Q: Is there a limit to how many shifts I can modify at once?
A: No strict limit, but very large operations may take a moment to process. Do not refresh the page while the action is running.


Possible Issues and Solutions

IssueCauseSolution
Bulk Shift Actions not in the Actions dropdownInsufficient roleConfirm you have Manager, Admin, or Owner access
More shifts affected than intendedScope was too broad (date range too wide, no employee filter)Use narrower date range or filter by specific employees/templates
Deleted shifts cannot be recoveredNo undo for bulk deleteRecreate the shifts manually or use Duplicate Shifts to restore from another period
Recalculate salary shows no changePay rates in Salary Settings haven’t been updated yetFirst update the rate (Company Settings → Salary or Positions → rate field), then run Recalculate salary
Changes not visible on grid after actionBrowser cacheRefresh the page