Delete or Reinitialize a Shortfall

← View and Edit Filled Shortfall | Prebook or Manual Match →

!Not all Users have the necessary access to Delete or Reinitialize a Shortfall.
If you do not see the delete options detailed below, you will need to escalate the issue to Management.

Deleting or Reinitializing A Shortfall

*Delete = Removes both the User and the Shortfall.
Reinitialize = Removes the current User assigned to work the Shortfall, but keeps the Shortfall itself.
The Shortfall will now appear on the scheduling calendar as unfilled, and ShiftMatch will begin the search process again.

Deleting An Unfilled Shortfall

To Delete an Unfilled Shortfall:

1. On the scheduling calendar, click on the date of the shift Shortfall you want to delete.
   [A list of all Daily Shortfall Details will appear below the calendar.]

2. Find the Shortfall you would like to delete, and click on the specific Delete button next to that Shortfall assignment.

3. Complete the information to Delete the Shortfall, including:

• the reason for the deletion
• relevant notes or other pertinent information
• whether to send a message re the now deleted shift (if applicable)

4. Click the “Delete Shortfall” button at the bottom of the page.

The Shortfall is now deleted, and will no longer be seen on the staffing schedule calendar.

Deleting or Reinitializing a Filled Shortfall

*Delete = Removes both the User and the Shortfall.
Reinitialize = Removes the current User assigned to work the Shortfall, but keeps the Shortfall itself.
The Shortfall will now appear on the scheduling calendar as unfilled, and ShiftMatch will begin the search process again.

1. On the scheduling calendar, click on the date of the Shortfall you want to delete or reinitialize.
   [A list of all Daily Shortfall Details will appear below the calendar.]

2. Find the Shortfall you would like to delete or reinitialize, and click on the specific Delete button of that Shortfall assignment.

3. Complete the information to Delete or Re-Initialize the Shortfall, including:

• the reason for the deletion
• relevant notes or other pertinent information
• whether to send a message to the person scheduled to work the now deleted shift (if applicable)

4. Click the “Delete Shortfall” or “Reinitialize” button at the bottom of the page.

If you clicked Delete Shortfall, the Shortfall is now deleted, and will no longer be seen on the staffing schedule calendar.
If you clicked Reinitialize, the User has been removed from the Shortfall and ShiftMatch will re-start the process of matching another user and filling the Shortfall.

Deleting or Reinitializing Multiple Shortfalls

*Delete = Removes both the User and the Shortfall.
Reinitialize = Removes the current User assigned to work the Shortfall, but keeps the Shortfall itself.
The Shortfall will now appear on the scheduling calendar as unfilled, and ShiftMatch will begin the search process again.

1. On the Schedule page, check the appropriate boxes to the left of the Shortfalls you would like to delete

2. A yellow box will appear below and provide options related to the Deletion or Reinitialization of the Shortfalls.

3. Complete the box with your choices and click the appropriate Delete or Reinitialize button

Next Topic: Prebook or Manual Match →