How to edit an assignment#
For: Manager You’ll need: A shift with at least one assignment.
Edit an existing assignment to change its person or any per-assignment fields.
Open the assignment#
Open the shift edit page from the calendar or the Shift list.
In the ‘People Assigned’ list, click the assignment you want to change.
Make changes and save#
Update the fields.
Click ‘Save’.
When you change the person#
The new person starts without an answer — the previous person’s answer and decline reason don’t carry over. On a published shift they’re notified: asked to accept it if your company uses shift acceptance and the shift hasn’t started, otherwise told they were added.
On a published shift, the person you took off is told.
A live give-away or swap on this assignment is withdrawn, and anyone who responded is told.
Once the person has clocked in, the assignment can’t change hands — the form shows “An assignment with recorded or approved hours cannot change employee.”
When the shift is locked#
Approved hours lock the whole shift, not just the assignment they belong to. Once anyone’s hours on the shift are approved, the form shows a ‘Shift locked’ banner (‘Assignment locked’ if the approved hours are this person’s). It offers no ‘Save’ or ‘Delete’, so not even the notes can change.
To edit the assignment, unapprove those hours first — see How to unapprove a time entry.
Verify it worked#
The assignment list shows the new values; a success toast confirms.