Assign Employee Before AutoFill

 

AutoFill is the best way to assign workers to your shifts but if you want to manually place Employees into shifts you can do so at any time by simply clicking the shift anywhere in the system. Or if certain employees always work certain shifts ("Pinned employees") you can preplace them and then use Save Template to save the schedule with those shifts already assigned - in later weeks you can Import the Template and then only AutoFill the open shifts, leaving the preplaced employees in their time slots.

 

To assign an Employee to a shift from the BY EMPLOYEE view: 

OR To assign an Employee to a shift from other weekly views: 
From any weekly Schedule View: 

 Click on the shift you want to assign to open the Shift Change window

In the the bottom section of the window click the Employee name. (Employees are listed by availability and work time preferences - if you know which employee you want it may be easier to find them by clicking the "Name" column heading which sorts the list alphabetically)

Click the Save Changes 

button

Note: our system defaults the Shift Change window to the "Grid View" of Employees (seen above). You might want to try our older "Non-Grid" view to see if you prefer that view by clicking the link in the upper left. Your preferred view will be defaulted until you change it.

 

Related Topics: 

Preplacing an Employee

Create Schedule Templates

Import Shifts for Week or Day