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Job Management

Last update 3 months ago
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How to assign users to work specific, custom roles on a shift

You can enable, add and assign users to specific Custom Roles on a shift such as Manager, Attendant or Trainee (add in as many as you like), so staff know what they're responsible for. First, ensure the toggle is enabled in Settings > Shift Scheduler and the Custom Role is created by clicking on (+Add Role) & Save, then in a Booking > Shifts tab, select the appropriate role for each user assigned to the shift in the second + icon.

  1. From your dashboard, click on the Bookings icon.
  2. Choose the Booking you want to add the shift for, and click on the Ellipsis (3 dots)
  3. Select Edit.
  4. Select the Shifts tab to view information about the shifts for that booking.
  5. Once a user is assigned (using the left "+") click on the right "+" icon, click on their Position for the shift.
  6. Click Save.