Shift Assignment Tool

The Shift Assignment Tool allows you to assign shifts or process shift requests in bulk.

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Prerequisites

Before using the Shift Assignment Tool, it is advisable to create the following documents:

1. Employee
2. Shift Type
3. Shift Request

How to use the Shift Assignment Tool

Assigning Shifts

1. Set Action as 'Assign Shift' and select a Company if it hasn't been appropriately selected already.
2. Select the Shift Type that you wish to assign, along with the dates on which you wish to assign it. This will cause all employees without overlapping active Shift Assignments to be loaded in the Select Employees table below.
3. You can also assign inactive shifts by setting Status as 'Inactive'. Pre-existing overlapping shifts will be ignored in this case.
4. Use Quick Filters for filtering employees based on specific fields, or add additional custom filters through Advanced Filters.
5. Select suitable employees from the Select Employees table.
6. If everything looks good, click on the Assign Shift button at the top.