In this article you'll learn how to convert open shifts to scheduled shifts by assigning them to employees, and convert scheduled shifts to open shifts by unassigning employees. This feature allows you to manage shift assignments and keep employees notified of changes to their schedules. This article is relevant for anyone who needs to reassign shifts or change shift status in your scheduling system.
Assign an open shift to a specific employee
Simply, click on the Open shift > Edit (Pencil icon)
In the field Employee, click on the drop-down menu
All employees that match the role, location and time of the open shift will appear
Choose the employee(s) that fit your requirements best
Click on SAVE
The new shift will now appear on the respective row of that or those employees.
To convert a scheduled shift into an open shift,
Click on the Scheduled shift on the row of the employee who it was assigned to
Click on Edit (Pencil icon)
In the field Employee, click on the drop-down menu
Chose "Open shift (no employees assigned)"
Click on SAVE
The new shift will now appear on the row OPEN SHIFT
What happens after the shift has been converted?
Once a scheduled shift is converted to an open shift, the employee is notified that they have been unassigned from this shift.
Once the open shift has been reassigned to an employee, the employee is notified of this new shift assignment.
Capacity information of the employees is updated as well as the mobile information.