How to open the assignment form

How to open the assignment form#

For: Manager You’ll need: A shift.

The full assignment form lets you set the person, role, and any per-assignment notes — heavier than the calendar’s quick-assign dropdown but with more control.

Open the form#

  1. Open the shift from the calendar or the Shift list.

  2. Click ‘Assign new person’.

The assignment create form opens.

There’s no separate assignment form on mobile — assigning happens inside the shift editor, which is manager-only.

  1. Tap Shifts in the bottom bar and tap the shift.

  2. Tap Edit in the top bar.

  3. Scroll to Assignments. On Android every candidate is listed there with an Assign button; on iOS the section lists who’s assigned and a final Add assignment row opens the candidate sheet.

The section only exists on a saved shift — a shift you’re creating has none until you save it.

Verify it worked#

You see the assignment form with the eligible-people dropdown ready. In the mobile app you’re in the shift editor with the Assignments section showing the candidates, or a message that there’s no one eligible to assign.