The objective of this tutorial is to help you understand how to assign or remove one or more than one position to multiple employees at once.
Access from your: Computer
Applies to: Managers and Supervisors
Employees must be assigned to the appropriate Locations and Positions before you can schedule them on the shifts.
In order to schedule your staff, they must be assigned to at least one position. You can assign them quickly under Employee Assignment.
Things to know before you begin:
- You must have a manager/admin and supervisors access privileges to assign or remove one or multiple positions to one or more employees at once.
- Positions must be added under ‘Locations and Positions’ tab first by your Managers to assign them to your staff.
Assign or Remove Positions in Bulk
Step 1: Click ‘Staff’ module from the top-panel as shown in Image 1.
Step 2: Click the arrow down Icon next to ‘Add Employee’ tab from the top right to assign positions to your staff at once as shown in Image 2.
Step 3: Click ‘Employee Assignment’ as shown in Image 3.
Step 4: Check/Uncheck the boxes next to the position(s) according to your business requirement as shown in Image 4.
Note: You can also ‘Assign by Position’ or ‘Assign by Skills’ as shown in Image 5.
That’s it, position(s) will be assigned to your staff.
If you have any further queries, please don't hesitate to reach us at email@example.com. Happy Scheduling!