In addition to Events and Schedule you can also organize your shifts and assign staff members to them in Sites as well.
To view the shift schedule for a site, click on the little calendar icon next to a site's name in the Sites list.
Clicking on it will take you to a page where you can see all shifts connected to this site in calendar view. The days in the calendar are color coded to give you a better overview of which positions for the existing shifts have already been filled and which ones haven't.
To fill positions for a shift or simply view position info, click on a day in the calendar, which will open a detailed position info section under the calendar.
The position that needs to be filled is the big green box - on the right side of it you can assign staff members and the left side is where the employees who have been already confirmed for this shift show up. On the far right hand side of the page there is a list of all your staff members and also a bit of their weekly schedule so you can see what they have going on the days before/after.
To assign an employee to a position:
1. Find the staff member you want to assign to this position from the employee list on the right hand side of the page;
2. Drag their name from the list into the right side of the green box.
What happens next depends on whether you left the "staff confirmation required" option on when creating the event.
- If you DO need staff confirmation, they will get a notification on their page about the shift request and will have to either accept or reject it.
- If you DON'T need staff confirmation, they will be assigned to this shift right away and will just receive a notification.
NB! The system doesn't notify the staff members automatically when you assign them on this page - this is so that you can take your time deciding and change your mind if you want. When you're done assembling the team and are asolutely sure about the people you want to have covering these shifts, you need to send them a notification. To do this, click on the little icon in the lower right hand corner of their profile picture.
This will send a notification to the staff member that they can see in their own portal.
In the top right corner of the position box you can see how many people are needed and how many you've already assigned.
Now you know how to plan your shifts on the Sites page, you can move on to the next article.
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