Overview

Tag employees to multiple positions or schedules at once to save time instead of tagging their positions or schedules one by one.

Things to know before you begin

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

Steps

1. Go to the Employees page.
2. Select employees by clicking the checkbox to the left of their profile pictures. If you want to select all employees, click the checkbox in the top-left corner of the header row.
3. Choose whether you want to set positions or schedules for employees.
   • To tag employees to positions, click Set Positions.
   • To tag employees to schedules, click Set Schedules.
     
4. When you open the Set Positions or Set Schedules menu, the check boxes represent the current status of your selected employees
   • Check icon indicates that all of the selected employees are currently tagged to the position or schedule.
   • Dash icon indicates that some of the selected employees are tagged to the position or schedule.
   • Empty checkbox   indicates that selected employees are not tagged to the position or schedule.
5. Check the positions or schedules you want to set for employees. The icon next to the position or schedule name determines whether an employee will be added or removed from a position or schedule:
   • Check icon   indicates that you are adding employees to a position or schedule.
   • Empty checkbox   indicates that selected employees are being removed from a position or schedule.
6. Click Apply.