Once shifts are on your schedule, you can edit their details, reassign them to different employees, move or copy them to other days, and delete them when needed. How you access these options depends on whether the schedule is published or still in draft.
Getting There
Go to Schedule in the left navigation and open the schedule you want to work on. Use the Employee or Shift view for the most direct access to individual shifts.
Opening a Shift — Published vs. Draft
How a shift opens when you click it depends on the schedule's status:
Published schedule — Clicking a shift opens it in a read-only view showing the date, time, role, employee, and any preference info. To make changes, click More in the top right of the panel and select Edit Shift to make all fields editable.
Draft schedule — Clicking a shift opens it directly in a fully editable state. All fields are immediately available to change.
💡 You can edit shifts on a published schedule at any time. Changes take effect immediately and update in real time for employees.
Editing a Shift
Once a shift is open in edit mode, you can update any of the following fields:
Date — Change the shift to a different day
Time — Update the start and end time or shift type
Role — Change the role assigned to the shift
Employee — Reassign the shift to a different employee, or remove the assignment to make it an open shift
Title — Add or update a custom label visible to the employee
Notes — Add or update notes for the employee
Forms — Attach or change a form, audit, checklist, survey, or task assigned to this shift
Click Save when done.
The More Menu (Published Schedules)
On a published schedule, clicking More in the shift panel gives you additional options beyond editing:
Edit Shift — Opens all fields for editing
Add Title — Quickly add a custom title to the shift
Add Note — Add a note visible to the assigned employee
Unassign Shift — Removes the employee assignment, converting the shift to an open shift
Called in Sick — Marks the employee as sick for the shift and converts it to an open shift
Delete Shift — Permanently removes the shift from the schedule
Reassigning a Shift
To move a shift from one employee to another, open the shift in edit mode, select a different employee from the Employee field, and save. The shift stays in the same date and time slot but is now assigned to the new employee.
Drag and Drop
In the Employee and Shift views, you can drag any shift to a new position on the schedule:
Drag to an empty day — Moves the shift to that day for the same employee
Drag to another employee's row — Reassigns the shift to that employee
Drag over an occupied day — When you drag a shift over a day that already has a shift assigned, you'll see a Copy or Move option. Choose Copy to duplicate the shift there, or Move to relocate it.
💡 Drag and drop is a fast way to fill coverage gaps — drag a shift from one employee directly into another employee's row to reassign it in one move.
Right-Click Options
Right-clicking on any shift opens a quick context menu with two options:
Delete — Permanently removes the shift from the schedule
Unassign — Removes the employee assignment, making it an open shift
Deleting a Shift
To delete a shift, right-click it and choose Delete, or open the shift and select Delete Shift from the More menu. Deleted shifts are permanently removed.
⚠️ Deleting a shift on a published schedule removes it immediately — employees will no longer see it. If you want to keep the slot open rather than remove it entirely, use Unassign Shift instead so it remains as an open shift.
Editing or Deleting a Shift on Mobile
You can also edit and delete shifts from the Teamsly mobile app as a manager.
Tap Schedule in the bottom navigation and find the shift you want to change.
Tap the shift to open its details overview — you'll see the date, time, role, employee, and any attached notes or forms.
To edit the shift, tap the pencil icon in the top right. All the same fields available on web — date, time, role, employee, title, notes, and forms — are editable on mobile.
To delete the shift, tap the trash can icon in the top right and confirm.
📱 Mobile editing works on both draft and published schedules. Changes save immediately and are reflected across web and mobile right away.
What to Read Next
How to Add a Shift — Add new shifts to a draft or published schedule
Creating a Shift Alert — Notify employees about open shifts that need coverage
Publishing a Schedule — Push your draft schedule live to your team
Need help? Click Book a Call in the top right of the app to talk with the Teamsly team.