Saving a shift as draft in bookU Staffing lets you prepare a shift without publishing the shift to employees. A shift in Draft status is saved but not yet visible to employees, and the shift has no employee assigned. You can save a shift as draft when you create the shift, from an open shift, or from a cancelled shift. You can publish a draft shift at any time.
Saving a shift as draft when creating a shift
To save a new shift as draft in bookU Staffing, select the arrow next to Publish shift in the Add shift screen and choose Save as draft. bookU Staffing saves the shift with the status Draft. Save as draft is a button label, and Draft is a shift status.
Saving an open shift as draft
To move a published shift back to draft in bookU Staffing, follow these steps:
Go to Project planning, Employees planning, All shifts or All shift assignments.
Select the shift. The Shift information panel opens.
Select Save as draft. The shift status changes to Draft.
Saving a cancelled shift as draft
To reactivate a cancelled shift in bookU Staffing by saving the shift as draft, follow these steps:
Go to Project planning, Employees planning, All shifts or All shift assignments.
Select the cancelled shift. The Shift information panel opens and shows the cancellation reason.
Select Save as draft. The shift status changes to Draft.
Moving an Offered or Assigned shift back to draft
To move a shift from Offered or Assigned back to draft in bookU Staffing, you must first cancel the shift. You can then save the cancelled shift as draft.
Publishing a draft shift
To publish a draft shift and make the shift visible to employees in bookU Staffing, select the shift and choose Publish shift in the Shift information panel. The shift status changes to Open.