Advanced Scheduling - Assigning Lines to Team Members

Assigning Lines to Team Members

Use the Assign Line option to assign a position, a team member, and the start and end dates for the shifts. If you do not select a team member, the shifts are created as open shifts.

Steps

  1. Open the Scheduling page and select Line Scheduling.
  2. Hover over the first column of the line, select the actions button, then choose Assign.
  3. In the Assign Line popup, select the position, the team member if applicable, and the start and end dates, then save.

Notes

  • The pattern starts on the day you select as the start date, that date becomes Day 1 and the pattern repeats.
  • You can assign one week to one team member, then the following week or more to a different team member.
  • Hours will not be reflected in the Line Scheduling view until the shifts in that line are assigned.
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