Details
Did you have an urgent cleaning that needed to be done asap, without time to add the shift to the schedule? No problem! If you need to add or update a shift that has passed the current time, you can do this in the Historical Shift details. Once you add your shift, you can link the time entry for the cleaning through the time entry details page.
If a user has logged in to a shift or the shift has passed the end time, the shift can no longer be edited through the schedule list as an ‘upcoming shift’. The shift becomes a ‘historical shift’ that can be updated through the Historical Shift Report.
Through the schedule list, you are able to see what shifts were originally scheduled and through the historical shift report, you are able to make any necessary changes to adjust your schedule times within your reports.
Who can make historical shift updates?
Managers and supervisors with access to Scheduling are able to adjust historical shifts.
Instructions
How to add a Historical Shift
Log in to the Swept Desktop App.
In the left-hand menu click Scheduling.
On the scheduling dashboard select Historical Shift Report under Reports.
Click the green + Historical Shift button to add a shift.
You will be taken to the New Historical Shift page where you will see the following fields
Cleaner
Location
Start Date/Time
End Date/Time
Labels
...
Click Save to save your historical shift.
If you would like to link a time entry to the historical shift you can do this through the Desktop - Time Entry Details. Once this is done it will appear under Linked Time Entry in the historical shift details.
How to edit a Historical Shift
Log in to the Swept Desktop App.
In the left-hand menu click Scheduling.
On the scheduling dashboard select Historical Shift Report under Reports.
Search for the historical shift you would like to update using the filters at the top of the page.
Click on the historical shift you would like to edit. Please note: You are unable to edit the location, cleaner and labels.
Update the Start Date/Time or End Date/Time as needed.
Click Save to save your changes.
These changes will reflect in other areas of Swept including the schedule variance report and payroll report.
Please note: These changes will not be updated in the schedule list and all past ‘upcoming shifts’ cannot be edited or deleted in the schedule list. The schedule list is used to keep track of what shifts were scheduled.
How to delete a Historical Shift
Log in to the Swept Desktop App.
In the left-hand menu click Scheduling.
On the scheduling dashboard select Historical Shift Report under Reports.
Search for the historical shift you would like to update using the filters at the top of the page.
Click on the historical shift you would like to delete.
On the Edit Historical Shift page click on the arrow on the blue Save button and select Delete.
You will be asked to confirm your deletion. If you would like to proceed click Delete.
Please note: If you delete a shift it will remain in the Schedule Variance report. If it was linked to a time entry it will remain showing in the time entry details until removed. This action removed the historical shift, however, the shift will remain in the schedule list but as a past shift that cannot be updated. The schedule list is used to keep track of what shifts were scheduled.
Errors
Select a location to enable
The location field is mandatory in Swept and must be selected first.
Select a date to enable
In order to add a time you must first select a date.
Shift must be in the past
Shifts in the future must be added or edited through the Schedule List.
Shift duration must be less than 24 hours.
Shifts must be less than 24 hours long.
Date cannot be later than end date/time./Date cannot be earlier than start date/time.
The start date/time of a schedule must be before the end date/time.
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