Updating Trades Register

Updating Trades Register

Purpose 

  1. To explain how to manually update the shift trade register. 

IMPORTANT: Updating the register will not put individuals off on a trade on the Shift Board. It is only to be used to manually change the balance of hours that an individual owes or earns. 
 Submitting a trade will automatically adjust the hours as necessary.

IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access the Scheduling Module. 

Video 






Manually updating the Shift Trade Register


1. Navigate to Personnel>Shift Trade.






2. Click Register from the menu that appears.


Click on Register



3. Click on Add Register.






4. Type in the name of the individual that you are changing the registers history with. 
  1. Select their name from the drop down that appears.            


Type in highlight



5. Click on Select User.


Click on Select User



6. Next, click on Add Register.


Click on Add Register



7. Determine the date that you want associated with the manual register entry.


Click on highlight




8. Type the number either earned or owed in their respective box.







9. Once done, click on Save.

10. Exit the Register History section by selecting the X.





Manually adjusting other persons registers


1. For this, we will be starting from Personnel>Shift Trades> Register.
2. Click on your name in the upper right hand corner.


Click on your name in the upper right hand corner



3. Type in the name of the individual, and when they appear select them from the drop down menu.


Type in the name of the individual, and when they appear select them from the drop down menu



4. Once their name appears in the box, select Add Register.


Once their name appears in the box, select Add Register



5. Once you select Add Register, you can manually change the balance like described at the beginning of the article. 

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