• 62

  votes

  Scheduling Reoccurring Monthly Shifts

  We have several clients who have reoccurring meetings over the course of the year. 
  
  Many times these meetings are on the 2nd Tuesday of every month or the 4th Friday of every month. 
  
  Currently in ShiftPlanning when scheduling and choosing repeat options- the ONLY option for monthly meetings is 'Monthly (same date)'. I choose that option because I have no other choice,  but then I have to go into position view for that client, and one month at a time, move the meeting to the correct date. The 4th Friday is not going to occur on the same date every month. These meetings are scheduled out for an entire calendar year - so that's 12 months, 12 times I have to do this for every one of these meetings for every client who uses monthly meetings. 
  
  Having the option to schedule monthly reoccurring meetings based on 1st Wednesday, 3rd Monday, etc., would be very helpful. 

  

  Trish Connery Walkup
  Posted on 27. 10. 2017.

  ShiftPlanning

  Voting in Progress

  11 Comments

Comments

Suzana Raovic
Posted on February 13, 2018 at 04:29 PM

Hi Whitney,

Thank you for submitting your idea. Could you please provide more information to which specific feature it is related so we can have a better understanding of your need?

Thank you,
Suzana

Mike Burns
Posted on June 29, 2018 at 06:17 PM

Need every 1st Friday of month shift for monthly sales meeting summarizing previous sales

02. Lori Yusishen
Posted on July 10, 2018 at 01:05 PM

I'd like to add a variation to this request: to be able to edit the end date of a recurring shift. And also to be able to create a recurring shift that never ends (has no end date).

Trish Connery Walkup
Posted on July 10, 2018 at 02:58 PM

To Lori -

I have been requesting this feature - the ability to edit the end date of a reoccurring shift - for almost four years. Half the time when I speak with Humanity IT about it the rep sounds so surprised and shocked that the website doesn't allow this feature (how is it I know more about their product than they do???). But, if you search online you'll see complaints about this issue which pre-date my requests - so the issue has been going on for quite a few years and still, Humanity has negected to address it.

Humanity IT have told me my only options are to 1) create a brand new reoccuring shift which would pick up where the existing shift leaves off, or 2) delete the entire series and recreate an entirely new reoccuring shift with the new end date. 

Here is my fix for it - I go to the 2nd shift in the series and delete that shift and all FUTURE/ONGOING shifts after that point. Then I return to the original shift, which, because all future shifts have been deleted, has now been returned a one-time only status, and re-enter a new end date. It's not much better than having to recreate the entire series all over again, but it is a little bit faster than recreating everything from scratch. 

One caution on this - occassionally Humanity gets schizo and will show duplicates of this same reoccuring shift after using the above fix. I have tried deleting the duplicate entry only to have the entire series disappear and I'm back to square one. I have not been able to pin down what causes this - it happens sometimes and doesn't happen other times. If this happens to you I would suggest refreshing before deleting to see if that clears it up  - and/or even logging out and logging back in. 

Hope this helps! And Humanity - this is supposed to be a scheduling program! We should be able to edit the end date of a reoccurring shift! Get off your duff and fix it!!

02. Lori Yusishen
Posted on July 10, 2018 at 03:31 PM

Thanks Trish, that's really helpful!!

Ryan Underwood
Posted on November 27, 2018 at 04:48 PM

Absolutely agree!  It would be very helpful to be able to edit the actual end date of the cycle, or the frequency once it has been set initially.  The only option right now is to delete the series and create a new one if the end date or frequency needs to be adjusted.  

Daryl H Hurst
Posted on January 24, 2019 at 02:27 PM

In addition to the requested repeat functionality, I would add that it would be most useful to be able to extend the end date, and when setting up a recurring shift to be able to select an option that the shift never ends. We have some employees who have the same shift that they have had for the last number of years, up to 20 years! 

Patti Weeg
Posted on March 14, 2019 at 05:23 PM

Thank you all for also needing this change.  Our scheduling involves the majority of our volunteers knowing they will volunteer their time on the second Monday or third Weds, etc of every month.  I must copy the master calendar of recurring shifts day by day for the entire month to be sure they are brought over correctly.  I have had Humanity do this once and they did it  incorrectly , just copying a week at a time and not realizing a second Wednesday could be next to the third Thursday.  This feature is part of Apple’s calendar and on many bill pay features on bank mobile apps.  It should not be that difficult. If there is an option to keep the shift until cancelled, please make it an option to be able cancel all future recurring shifts if someone should leave or just change their shift.  I guess that is rather redundant of the request above!  Thanks, again, let’s hope they might listen!

Carla Friend
Posted on September 19, 2019 at 05:32 PM

This is currently my biggest issue with Humanity! Need to be able to say "the first Friday of every month". Right now I'm doing "every 4 weeks" which only works for a few months or so and then everything after that is totally thrown off.

Trish Connery Walkup
Posted on January 23, 2020 at 03:06 PM

@CarlaFriend - I agree and run into the same problem all the time. We have clients with 3rd Monday, 2nd Tuesday, 1st Thursday, and so on. These meetings are scheduled for an entire year, sometimes for a 2-year peropd. I use the Every (  ) (Days, Weeks) feature to set.. but then I have to go in month-by-month to double check the meetings are on the correct dates, and inevitably have to move at least half the dates to their actual correct date. This is annoying and an extra time suck. 

Emma Jaszczak
Posted on April 29, 2020 at 06:21 PM

Our schedule during the Covid outbreak is different than our schedule when things are open. Every time the quarantine is extended, I have to go through and copy each event, change the date to the first applicable date after the existing series ends, and set it to repeat to the current quarantine end date. It would save me (and I'm sure many others) valuable time to just be able to extend the end date instead.

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