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Assigning Users to Positions and Schedules

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Applies to , ,

Overview

Assign users to multiple positions or schedules at once to save time instead of assigning their positions or schedules one by one.

Considerations

  • Removing a user from a position does not affect their scheduled shifts.
  • If you remove a user from a schedule:
    • Their past shifts are hidden from the schedule.
    • Their future shifts are moved to OpenShifts.
Caution

Make sure you’ve made the correct changes to user’s assigned schedules. The resulting changes to user’s future shifts cannot be undone.

Steps

  1. Hover over Workplace, then select Employee Users.

  2. Select users by clicking the checkbox to the left of their profile pictures. If you want to select all users, click the checkbox in the top-left corner of the header row.
  3. Choose whether you want to set positions or schedules for users.
    • To assign users to schedules, click Assign Schedules.
    • To assign users to positions, click Assign Positions.
  4. When you open the Assign Positions or Assign Schedules menu, the check boxes represent the current status of your selected users.
    • indicates that all of the selected users are currently assigned to the position or schedule.
    • Dash icon indicates that some of the selected users are assigned to the position or schedule.
    • Empty checkbox   indicates that selected users are not assigned to the position or schedule.
  5. Check the positions or schedules you want to assign to users. The icon next to the position or schedule name determines whether a user is added or removed from a position or schedule:
    •   indicates that you are adding users to a position or schedule.
    • Empty checkbox   indicates that selected users are being removed from a position or schedule.
  6. Click Apply.
Updated on October 27, 2022

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