Assign Shifts (Admin/Manager)
Click any day on the calendar to assign a shift to an employee, or use Bulk Assign to schedule several people at once.
Result: Employees see their assigned shift immediately on their own calendar.
Schedule Assignment Guide
How to use Schedule Assignment
Assign shifts for your team, or -- as an employee -- review your own schedule and request leave, overtime, or a swap.
Primary Actions
Request Leave Or A Swap (Employee/Cashier)
Click an empty day to request leave, or click your own assigned shift to request overtime, leave, or a swap with a coworker's shift.
Result: Nothing changes on the calendar until an admin reviews and approves the request.
Review Pending Requests (Admin)
Open the Shift Swaps panel or a leave-request chip on the calendar to approve or reject pending requests.
Result: Approving a shift swap immediately trades the two employees' shifts; approving leave adds it to the calendar.
Recommended Workflow
- Open Dashboard > HRIS > Time Keeping > Schedule Assignment.
- Admin/manager: assign shifts day-by-day or in bulk for the whole team.
- Employee/cashier: check your own shifts, and use Request Leave or Request Swap when you need a change.
- If you requested a swap, wait for your coworker to accept it first.
- Admin: review pending leave and swap requests via the Shift Swaps panel or the calendar's request chips, and approve or reject each one.
Best Practices
- Submit leave and swap requests as early as possible -- both need a coworker/admin to act before they take effect.
- Only regular working shifts can be swapped -- leave, AWOL, and overtime entries aren't eligible.
- Admins should review pending swap requests promptly once a coworker has accepted, so schedules stay accurate.
- Use Print Shift Assignment to hand out a physical schedule sheet for a week, bi-week, or month at a time.
Operational Notes
Shift Swaps Are Two-Step
A swap request first needs the target coworker to accept it, then an admin to give final approval -- only approval actually trades the two shifts.
Cashier View Is Read-Only Except Self-Service
Cashier-tier users can't edit the calendar directly, but can request leave, overtime, or a swap on their own shifts.
Approving Leave Creates The Schedule Entry
A pending leave request doesn't show up as "on leave" in attendance until an admin approves it -- approval is what actually creates the day's schedule entry.