How to bulk-edit assignments

How to bulk-edit assignments#

For: Manager You’ll need: A selection of shifts that all share the same location and position.

When every selected shift shares the same location and position, the bulk form’s right-hand ‘People Assigned’ panel lets you assign or unassign people across all of them in one save.

Open the bulk form#

  1. Build a selection of shifts that all share location and position.

  2. Click ‘Edit’.

If location or position differs across the selection, the panel shows ‘Bulk assignment not available’ — narrow the selection first.

Edit the shared assignments#

  1. In the right-hand ‘People Assigned’ panel, click ‘Assign new person’ to add someone to every selected shift.

  2. Use the edit link on a person’s row to change or remove that person’s assignment across the selection.

Save#

  1. Click ‘Save’.

If any selected shift has approved hours, the whole bulk assignment change is refused. Recorded hours cannot be transferred to another employee. Choosing the same employee leaves their acceptance answer intact. Removing an unapproved assignment reverses its accrued hours, and the removal count includes assignments only.

When you swap one person for another, the person you replaced gets one notice listing the published shifts they lose, and any live give-away or swap they posted for those shifts is withdrawn. The new person starts without an answer. Whoever you add or swap in is notified about the selected shifts that are published and haven’t ended — asked to accept the ones that haven’t started if your company uses shift acceptance, otherwise told they were added.

Verify it worked#

A success toast confirms the change, and each affected shift on the calendar shows the updated assignments.