How do I assign users to a shift?
You can assign employees to a shift in two ways: from the location's shift settings, or directly from the employee's profile.
Assign from the shift
-
Navigate to the location using the bottom-left menu > Manage Locations, or Ctrl+K to search for it directly.
-
Go to the Shifts and Inspections tab and click on the shift you want to update.
-
Scroll to the Assignments and Notifications section.
-
Select the employee(s) you want to add from the list or by typing their name.
-
Click Update Shift to save.
Assign from the employee's profile
-
Go to Manage Users from the bottom-left menu, or use Ctrl+K to search for the employee by name and go directly to their profile.
-
In the employee's profile, go to Location Access.
-
You'll see a list of all locations in the system. Locations with a checkbox enabled indicate the employee already has access.
-
Click the arrow next to a location and this will expand the list of shifts for that location.
-
Click the Assign button for the shift you want to add the employee to.