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Assign a worker to a shift

Choose an eligible employee for an open shift slot from the selector, check any warnings and save the assignment as a draft.

Updated

Steps

  1. Open the draft schedule and select an open slot.
  2. Open the employee selector.
  3. Choose an employee. Inside shows who is eligible and flags warnings, such as a conflict or extra hours.
  4. Review any warnings before you continue.
  5. Save the assignment.

Things to know

  • Only people who belong to the outlet (or are borrowed) and hold the shift's role can be selected.
  • The assignment stays in draft until you publish.

More in Building the schedule

  1. Add a shift manually
  2. Apply a roster template to a week
  3. Assign a worker to a shift
  4. Borrow staff from another outlet
  5. Edit a draft shift
  6. Fill shifts automatically with Smart Fill
  7. Set up Smart Fill rules
  8. Split a shift
  9. Understand the Schedule tabs