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How to Edit a Shift

Updated

This article explains how to change a shift's start and end times, propose new times for a booked shift,
and adjust shift dates or locations through the Clipboard web portal.

Editing Shift Times

The steps for changing a shift's start and end times depend on whether the shift has been booked and whether the worker has clocked in.
Note: To change a shift's billing rate, see the guide: How to Change the Charge Rate for a Shift.
 

Instructions for Desktop

Editing an Unbooked Shift

If no worker has booked the shift yet, you can change the start and end times directly.
 

  1. Open the Schedule page and find the shift.
  2. Select the shift to open the shift details panel.

The shift details panel shows the time slot badge, time range, date, charge rate, and current status. An unfilled
shift displays the fill-in-progress indicator:


 

  1. Select the edit (pencil) icon next to the time range, or open the more options menu and select Edit time.
  2. In the Edit Shift Time dialog, enter the new start and end times.
  3. Choose whether to apply the change to:
  • This shift only
  • All shifts of this qualification (e.g., all CNA AM shifts)
  • All shifts
  1. Select Save.

The Edit Shift Time dialog shows the current time, Start time, and End time fields with am/pm toggles, and Cancel Save buttons:


 

Proposing New Times for a Booked Shift


If a worker has booked the shift but has not yet clocked in, you can propose new times. This applies even if the original start time has already passed, as long as the worker has not clocked in.

A booked shift shows the assigned worker's name, status (e.g., "On time, ETA 2:57pm"), and contact information
in the shift details panel:

  1. Coordinate with the worker on the shift before proposing new times.
  2. Open the Schedule page and find the shift.
  3. Select the shift to open the shift details panel.
  4. Open the More Options menu and select Propose time.
  5. Enter the new start and end times and select Propose.
  • Both the start and end time must be in the future.
  • The proposal is sent to the worker through the in-app chat.
  • You can update your proposal by repeating steps 2 through 5.


After you send a time proposal, a "Shift proposal sent" banner appears on the shift details panel, indicating the
proposal is pending:


The worker can accept or decline the proposal from their end of the chat. You can track the status of your
proposal through the indicator on the shift details panel:

Status  Meaning
Proposed  The proposal has been sent and is awaiting the worker's response.
Accepted  The worker accepted the proposal. The shift is updated to the proposed times.
Declined  The worker declined the proposal. The original shift times remain unchanged.
Cancelled  The proposal was canceled (see expiration conditions below).

 

When the worker accepts the proposal, the banner updates to confirm the new times:


If the worker declines, the banner reflects the declined status:

 

When a Time Proposal Expires

A time proposal is automatically canceled in any of these situations:

  • The worker clocks in to the shift.
  • The proposed start time has passed.
  • The worker is no longer on the shift (e.g., the booking is canceled by either party, the system detects a no-show, or the worker is added to your Do Not Return list).

Editing a Shift Already Underway

If the worker has already clocked in, a clocked-in shift shows the worker's clock-in time in the status indicator:
 

  • Extension of 2 hours or less: You do not need to edit the scheduled shift time. Ask the worker to clock out earlier or later as needed. You or a user on your account can also edit the clock-out time on the worker's digital timesheet when signing them out. For instructions, see the Digital Timesheets guide.
  • Extension of more than 2 hours: Contact support for assistance (see below).
     

Instructions for the Mobile App

Editing an Unbooked Shift

  1. Open the Clipboard Workplace app on your phone.
  2. Tap Shifts from the bottom navigation to open the schedule.
  3. Select the date and find the shift you want to edit.
  4. Tap the shift card to open the shift details.
  5. Tap the More Options (···) menu and select Edit time.
  6. Enter the new start and end times.
  7. Choose whether to apply the change to this shift only, all shifts of this qualification, or all shifts.
  8. Tap Save.
     

Proposing New Times for a Booked Shift

  1. Open the Clipboard Workplace app on your phone.
  2. Tap Shifts from the bottom navigation to open the schedule.
  3. Select the date and tap the booked shift card.
  4. Tap the More Options (···) menu and select Propose time.
  5. Enter the new start and end times and tap Propose.

The proposal is sent to the worker through the in-app chat. The worker can accept or decline from their end.
 

Editing a Shift Already Underway

  • Extension of 2 hours or less: Ask the worker to clock out earlier or later as needed.  You can also edit the clock-out time on the worker's digital timesheet when signing them out.
  • Extension of more than 2 hours: Contact support for assistance (see below).

 

Changing a Shift's Date or Location

To change the date of a shift, cancel the existing shift and post a new one for the correct date. The same applies to changing the location (for example, moving a shift to a different workplace within the same organization).
If the shift is already booked, a marketplace fee may apply according to your contract terms.
 

Required Roles and Permissions

Editing shift times is available to users on your account with one of these roles:

  • Admin
  • Shift Management

Users with the Post Shift permission can also edit shift times.
 

Still Have Questions?

If you need help navigating the app or have questions about any feature, contact support: