How to assign a person from the eligible pool

How to assign a person from the eligible pool#

For: Manager You’ll need: A shift and at least one person eligible for its position and location.

The ‘Person’ dropdown only lists people who are eligible for the shift’s position at its location — and who have no blocking issue. Someone with a blocking error (say, a missing required skill) doesn’t appear in the dropdown at all; someone with only warnings appears, warnings shown, and can be assigned.

Pick the person#

  1. Open the assignment form (see How to open the assignment form).

  2. Open the ‘Person’ dropdown — it lists everyone eligible for this position at this location, minus anyone with a blocking issue.

  3. Read the validation badges next to each name (see How to read the eligibility badges) — warnings are shown, and you can assign past them.

  4. Click the person you want.

  1. Open the shift, tap Edit, and scroll to Assignments (see How to open the assignment form).

  2. The candidates are the same eligible pool as on the web. Each name carries its validation messages underneath, colour-coded red (blocking), amber (warning), and blue (info) — the same severities as the web badges.

  3. On Android, tap Assign next to the person. On iOS, tap Add assignment and then the person in the sheet.

Save#

  1. Click ‘Save’.

Assigning commits straight away — there’s nothing extra to save. Save / Done in the top bar saves the shift’s own fields.

On a published shift that hasn’t ended, the person is notified straight away. If your company uses shift acceptance and the shift hasn’t started, they’re asked to accept it; otherwise they’re told they were added (“You were added to a shift”), and the email marks a shift that’s already under way. On a draft nobody hears anything yet; publishing it sends a notice only if your company uses shift acceptance.

Tip

You can assign someone past a warning badge (e.g. a labor-law warning). People with a blocking error — like a missing required skill — never appear in the dropdown, so there’s nothing to override.

Verify it worked#

The person now appears on the shift block in the calendar and in the assignment list on the shift edit page.