
{"id":259,"date":"2018-05-01T20:58:06","date_gmt":"2018-05-01T20:58:06","guid":{"rendered":"https:\/\/when2work.com\/help\/mgr\/?page_id=259"},"modified":"2020-11-29T21:56:23","modified_gmt":"2020-11-29T21:56:23","slug":"h-manually-assign","status":"publish","type":"page","link":"https:\/\/when2work.com\/help\/mgr\/h-manually-assign\/","title":{"rendered":"Manually Assign Employees"},"content":{"rendered":"<p><strong>Manually Assigning Employees to Shifts\u00a0<\/strong><\/p>\n<p>Normally you would using <a href=\"https:\/\/when2work.com\/help\/mgr\/h-how-autofill-works\/\">AutoFill<\/a> to automatically assign most of your shifts. But you can manually assign shifts at any time. If some of your employees always work certain shifts (<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-sched-view-layouts\/h-filter-preplaced\/\">&#8220;pinned&#8221; employees<\/a>) you can assign only those employees and use\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-importing-schedules\/h-create-sched-temp\/\">Save Template<\/a>\u00a0(so that when you Import and AutoFill in future weeks, those employees will already be assigned). You can manually assign employees when\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-view-edit-sched\/h-add-shift\/\">Adding Shifts<\/a>\u00a0or later by\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-auto-sched-week\/h-making-sched-change\/\">Editing a Shift<\/a>.\u00a0<\/p>\n<p>Note that the best way to assign shifts in our system is to use\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-autofill\/\">AutoFill<\/a>\u00a0or to create an unassgined shift and then\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-view-edit-sched\/h-replacements\/\">click to edit<\/a> it\u00a0and you can see a list of available employees and which would be the best choice.<\/p>\n<p>You can use the\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-view-edit-sched\/h-by-emp-drag-drop\/\">By Employee schedule view<\/a>\u00a0to quickly add a shift by clicking the cell for the employee\/date.\u00a0\u00a0<\/p>\n<p><a href=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2020\/10\/ssmanaddshift.png\"><img class=\"aligncenter size-full wp-image-4621\" src=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2020\/10\/ssmanaddshift.png\" alt=\"\" width=\"700\" height=\"433\" srcset=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2020\/10\/ssmanaddshift.png 700w, https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2020\/10\/ssmanaddshift-300x186.png 300w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<p><strong>OR from other Schedule Views:\u00a0<\/strong><\/p>\n<h2>To Assign an Employee (or make changes) to a Shift:<\/h2>\n<p>On any weekly schedule view:\u00a0<\/p>\n<ul>\n<li>Click on the shift to bring up the<strong>\u00a0Shift Change<\/strong>\u00a0window\u00a0<\/li>\n<\/ul>\n<p><a href=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2020\/10\/sseditshiftw.png\"><img class=\"aligncenter size-full wp-image-4623\" src=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2020\/10\/sseditshiftw.png\" alt=\"\" width=\"700\" height=\"551\" srcset=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2020\/10\/sseditshiftw.png 700w, https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2020\/10\/sseditshiftw-300x236.png 300w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<ul>\n<li>Choose the employee you want to be assigned to the shift by clicking on the name (double click the name to bring up that employee&#8217;s details window). You also can make any other changes to the shift information you like \u00a0<\/li>\n<li>Click\u00a0<strong>Save<\/strong>\u00a0button<\/li>\n<\/ul>\n<p>You also can assign an employee when you\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-view-edit-sched\/h-add-shift\/\">Add Shifts<\/a>.\u00a0<\/p>\n<p>&nbsp;<\/p>\n<p><span class=\"extrawords\">set shifts, pinned employees, pinned assign assign assignment pick<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Manually Assigning Employees to Shifts\u00a0 Normally you would using AutoFill to automatically assign most of your shifts. But you can manually assign shifts at any&#8230;<\/p>\n<div class=\"more-link-wrapper\"><a class=\"more-link\" href=\"https:\/\/when2work.com\/help\/mgr\/h-manually-assign\/\">More<span class=\"screen-reader-text\">Manually Assign Employees<\/span><\/a><\/div>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":18,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/259"}],"collection":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/comments?post=259"}],"version-history":[{"count":12,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/259\/revisions"}],"predecessor-version":[{"id":5973,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/259\/revisions\/5973"}],"wp:attachment":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/media?parent=259"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}