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Tagging Employees to Positions and Schedules

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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.
Caution

Make sure you’ve made the correct changes to employees’ tagged schedules. The resulting changes to employees’ future shifts cannot be undone.

Steps

  1. Hover over Workplace, then select Employees Employees.

  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 Assign Positions.
    • To tag employees to schedules, click Assign Schedules.
  4. When you open the Assign Positions or Assign Schedules menu, the check boxes represent the current status of your selected employees
    • 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 assign to employees. The icon next to the position or schedule name determines whether an employee is added or removed from a position or schedule:
    •   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.
Updated on June 3, 2019

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