Borrow staff from another outlet

Fill a shift with someone from another outlet for a short time. Borrowed staff are shown with their source outlet.

Before you start

Your outlet must be allowed to borrow from the other outlet. See Choose which outlets you can borrow staff from.

Steps

  1. Open the draft schedule and select the open slot.
  2. In the employee selector, choose the option to include staff from other outlets.
  3. Select the employee. They're shown with their source outlet label.
  4. Save the assignment.

For a permanent arrangement, add the employee to the outlet instead.

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