Overview

You might need to reassign a shift to a different user if the originally scheduled user can’t work the shift.

If you’d prefer to offer the shift to other users so they can volunteer to take it, use the find replacement feature instead.

From day view

If you’re using day view to build the schedule:

Click and drag a shift to move it to a different user.

The shift is not visible to employees until you publish the schedule.

From week view (users)

If you’re using week view with user view to build the schedule:

As you move the shift around, icons appear to let you know whether users are qualified or have conflicts.

• means there is a conflict with their assignments, time off, or availability
• means the user is eligible for the shift

Month view does not support drag and drop. 

The shift is not visible to employees until you publish the schedule.

From week view (positions)

If you’re using week view with positions view to build the schedule:

1. Hover your pointer over the shift that you want to reassign, then click Pencil button or Edit.
2. From the Assign To menu, select the user that should work this shift.
   • Employees that are qualified to work the shift are listed under Qualified. Employees that are not qualified are hidden under Unqualified, but can be visible by clicking Show.
   • If assigning the shift to the user puts them over their max hours, a Scheduling Concerns message will appear at the bottom of the shift modal. Max hours is based on the Max Hours / Week set for the user.
   • Time Off with a time or Time Off All Day means the user has requested some time off that day.
3. Click Save.

The shift is not visible to employees until you publish the schedule.

From month view

If you’re using month view to build the schedule:

1. Click the shift that you want to assign to a different user.
2. From the Assign To menu, select the user that should work this shift.
   • Employees that are qualified to work the shift are listed under Qualified. Employees that are not qualified are hidden under Unqualified, but can be visible by clicking Show.
   • If assigning the shift to the user puts them over their max hours, a Scheduling Concerns message will appear at the bottom of the shift modal. Max hours is based on the Max Hours / Week set for the user.
   • Time Off with a time or Time Off All Day means the user has requested some time off that day.
3. Click Save.

The shift is not visible to employees until you publish the schedule.