To assign a shift to a staff member, make sure you are on the Calendar view and can see both your shifts and staff members section.

You can either view all of your staff members at the bottom half of the page at the same time or display a specific employee by typing their name in the Filter by name search box in the top left corner of the shifts view.


Then find the shift or a job from the list that you wish to assign to an employee and simply drag and drop it next to the staff members' name on the correct date.


Once you've dropped it, there will be a pop up window that will notify you in case there are any suitability issues (staff has expired certificates, doesn't have the position linked to their profile, is banned from the site etc). If you want to go ahead and still assign the shift click on 'Assign'.


The shifts should now show up next to the employee's name in the weekly view under the correct date. Depending on your system settings, the shift will be either assigned automatically or wait for confirmation from the staff member.

Now you know how to assign shifts to staff members. Here's the next article.

Back to Schedule menu

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