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Shifts: Assign ​

This article covers: Assign.

Before you start ​

  • Access. You need access to Time & Attendance > Shifts. If you do not see it in the menu, ask your administrator for the role that covers this area.

Steps ​

  1. Open Time & Attendance > Shifts.

  2. Select Assign.

  3. In the window Assign the shift fill in the fields below.

    The window
FieldWhat it means and what to enter
Made toChoose one: A person, A team, A department, A location, A business unit, The organization.
Find the employeeOptional. Type part of a name or code to narrow the list next to it.
PersonChoose from the list.
Which oneChoose from the list.
FromPick a date.
To (empty: no end)Pick a date.
Apply to all future dates (no end date)The last day the record is in force. Leave it empty if it has no end. Choose one: Yes, No.
Priority (a higher number wins between two of the same kind)Type the priority (a higher number wins between two of the same kind).
Replace the existing shift (it ends the day before)Choose one: Yes, No.
Allow exceptions (short rest, too many days in a row)Choose one: Yes, No.
WhySay why. The text is kept with the record and shown to whoever reads or approves it.
  1. Select the confirm button.

The window closes and the table shows the result.

If something does not work ​

  • The button "Assign" is missing. You do not have the permission, or the page is not in your menu. See Access above.
  • A list in the window is empty. The records it picks from do not exist yet.
  • The window will not close or shows a message. Read the message: it names the field that is missing or not allowed.