The objective of this tutorial is to help you understand how to assign tasks to a shift of your employee(s).
You can assign sub-duties to your staff on a single shift. Tasks can also be used where you want to pay per shift/day worked against hourly wages.
Things to know before you begin:
- You must have a manager/admin, supervisor and scheduler access privileges to assign tasks to a shift.
- Task(s) should be added under ‘Staff Module’ first.
- Task feature should be enabled from settings module to assign tasks to a shift.
Assign Tasks to a Shift
Step 1: Click ‘Shiftplanning tab from the top panel as shown in Image 1.
Step 2: Select ‘Schedule Overview’ from the filter panel as shown in Image 2.
Step 3: Create a shift or click on an existing desired shift where you want to assign tasks as shown in Image 3.
Step 4: From the shift edit window, click the three dots at the top right of the window as shown in Image 4.
Step 5: Click ‘Show Assign Tasks’ as shown in Image 5.
Step 6: Check the box next to tasks name to assign tasks to the shift as shown in Image 6.
Step 7: Click ‘Save & Close’ as shown in Image 7.
If you have any further queries, please don't hesitate to reach us at firstname.lastname@example.org. Happy Scheduling!