The 'Employee' field is not required when creating the Shift. If no Employee is assigned to the Shift, the new Shift will be grouped in the 'Unassigned' category at the top of the Schedule Calendar.
Assign Employees
When viewing the schedule by 'Employee', shifts can be assigned in the following ways:
Create a new shift in the desired employee’s calendar row.
The shift details form will open pre-populated with the employee and date. Learn more about creating shifts.
Paste a copied shift into the desired employee's calendar row.
Learn more about copy and pasting shifts.
Drag and drop an existing shift onto the employee's calendar row.
Shifts can only be dragged to Employees who have the associated Job assigned to them on their Employee Record.
Employees can also be assigned to Shifts via the Shift Details form.
Unassign Employees
Employees can be unassigned from a shift in the following ways:
Right-click on the shift, then select 'Unassign'
Open the Shift Details form, highlight the Employee drop-down menu, then clear the text.
