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Assign or Offer a Shift

A created Shift must be Assigned or Offered to Staff that qualify.

Once your new shift is complete, you will be brought to the first date inputted on the previous modal. You can select dates from the calendar on the left side of the modal to move between shifts associated with the selected shift.

You can also select an orange Shift Request on the Schedules Page to display the shift details and all qualified Staff.

There are toggles for each Job Title as well as for Assigning and Offering the shift. Additionally, you can search for staff using the filter on the top, this will sort Staff in both left and right columns.

Assign Shift

To assign users to a shift, select the checkbox associated with each user that has matching Availability, each user will be displayed on the right side in the shift status column. There will be an icon indicating the user can be directly assigned. You can only select the number of users needed for each shift to be filled, once this limit is reached the remaining checkboxes will be disabled.

After you are comfortable with the users selected, you must click the SAVE button to send out notifications and complete the process.

Note: Assigning a Staff member overrides any pending shift offers.

Offer Shift

For Staff that do not have matching Availability, you can still OFFER THE SHIFT. A shift offer is not assigned until a Staff member accepts it.

To offer users a shift, select the checkbox associated with each user that is not directly assignable, each user will be displayed on the right side in the shift status column. You can only select 5x the number of users needed for each shift to be filled, once this limit is reached the remaining checkboxes will be disabled.

After you are comfortable with the users selected, you must click the SAVE button to send out notifications and complete the process.

Once a user accepts the shift offer, there will be a green checkbox icon next to their name - instead of the yellow pending hourglass.

Note: Once a Staff member reaches their daily max hours, they will no longer appear in shift matching for that date.

Note: Koroid notifies users of assigned or offered shifts according to their preferred notification settings.

Once you are satisfied with the current shift, you may select the next shift within the calendar on the right hand side of the modal. This allows you to easily move between dates created with the same shift request.

Category: schedules

Tags:

assign a shift
offer a shift
manage shifts
schedule

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