Add User(s) to a shift

Available_for_Rapid__Core___Enterprise.png

Whether or not your users can add themselves to a shift from their portal, as an admin, you have the ability to add them to a shift. This can be done in two ways: from their profile or from the shift roster.

Adding a User to A Shift From the User Profile

To add a user to a shift from their profile, first go to their profile. To access their portal quickly, simply type their first name, last name, email address, or Rosterfy ID into the search bar on the top right of the toolbar at the top of your screen.

From the user's profile, click the Add User to Shift button located in the Connect box at the top of their profile.

mceclip0.png

A pop-up will appear asking you to select the event and enter shift name  and shift status

mceclip1.png

 

Once you have chosen the status, click Add. This will trigger any associated automations and will display in a popup.

mceclip2.png

 

Adding a User to a Shift from the Shift list

To add a user to a shift from the shift roster, start by navigating to the shift listing. This can be found by going to:

1. Click Event

2. Click View Shifts

3. Click Schedule

mceclip0.png

4. Click Add User

You will now be able to search for users and user the filter rules to get a specific selection.

mceclip1.png

5. Click and drag the user(s) to the shift

mceclip2.png
You are able to select multiple users from the side bar and easily drag them into your desired shift.

 

You may wish to should consider bulk scheduling if there are multiple users to assign