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You need Time permission to reassign shifts in your roster. If you don't have access to this module, ask someone with Managers permission to update your user permissions.
- This feature is only available for unpublished Rosters, and shifts will need to be reassigned on a week by week basis.
- This is the start of much more advanced shift reassigning and swapping functionality in Loaded.
To access, go to Time, Roster, then Edit Roster.
Reassigning Shifts:
Hover over an employee's name, then click the blue arrows to reassign all of their shifts to another active employee. For clarity, if your roster contains shifts for an employee who has been deactivated, their shifts will also be marked red:
Upon clicking the blue arrows, you'll be able to pick a new employee to reassign the shifts to:
Note: The reassigned shifts will use the pay rate of the staff member that you have reassigned the shifts to. Therefore this may result in a difference in the Total Cost of your Roster.
You can also opt to drag and drop their shifts manually to other staff members if you prefer.
Other articles and resources that you might find useful.
- How to create a Roster in Loaded
- How to create and use Roster Templates
- How to publish and lock a Roster
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