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Manage assignments

Use the mobile app to make common schedule changes when you need to respond quickly.

View a schedule​

A schedule has three sections:

  • Info: Project, dates, location, client, general notes, and position notes
  • Shifts: Shifts grouped by date and position
  • Team: Staff assigned to the schedule

From the schedule, you can also open the project or start a conversation with the team.

Create a shift​

  1. Open a schedule.
  2. Select Shifts.
  3. Tap Create shift.
  4. Enter the shift details.

The fields appear in this order:

  • Date: Select one or more dates for the shift.
  • Position: Select the skill required for the shift.
  • Label: Add an optional short description that appears on schedules, to staff, and in reports.
  • Staff needed: Enter the number of staff required.
  • Schedule: Select Flexible or Fixed, then complete the corresponding fields:
    • Flexible: Enter the work duration, the time range in which the work must be completed, and any travel time.
    • Fixed: Enter the start and end times, indicate whether the end time is approximate, and add any break or travel time.

For more information about these fields, see shifts and positions and flexible schedules.

  1. Tap Create.

Edit a shift​

  1. Open the schedule's Shifts section.
  2. Select a date.
  3. Tap the shift.
  4. Select Change shift....
  5. Update the shift details.
  6. Save your changes.

Your changes can remain in a draft until you apply them.

Assign staff​

Unfilled positions appear as empty profile icons on a shift.

Before booking, the app checks the selected staff against the shift and project requirements. A warning appears if the selection might:

  • Exceed the required number of staff
  • Create overtime
  • Include ineligible staff
  • Include staff excluded by the client
  • Include staff who do not have the required skill
  1. Tap an empty position.
  2. Search or browse the suggested staff.
  3. Select the staff you want to assign.
  4. If a warning appears, review it and confirm that you want to continue with the selection.
  5. Tap Book.

Replace or remove assigned staff​

  1. Tap an assigned staff member on a shift.
  2. Select Swap to choose a replacement, or Delete to cancel the assignment.
  3. Review the schedule before applying your changes.

Review and apply draft changes​

Schedule changes can be grouped in a draft before staff are notified.

From the draft controls, you can:

  • Select Review & Apply... to see who will receive a notification.
  • Apply the changes and notify the affected staff.
  • Select Revert All to discard pending changes.

The review shows notifications for new assignments, updated work schedules, and removed assignments.