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Manage Workers Within an Event

Learn how to open an event's worker signup, edit its shifts, assign and remove workers, print vouchers, and mark shifts completed.

Each event with a worker signup has one place to manage its staffing: the shifts, who is assigned, vouchers, and whether shifts are completed. You can open it from the Events page, from Manage Events, or from Event Setup.


Open an Event's Signup

From the Events Page

  1. Go to Events and find the event.

  2. Click the Workers icon on the event. The signup opens below the event.

From Manage Events

  1. Go to Events -> Workers -> Manage Events. Each event's signup lists its shifts, times, worker counts, and status, such as Full.

  2. Click Edit Details on the signup.

From Event Setup

  1. Go to Events -> Workers -> Event Setup.

  2. On the Signups tab, click the green button next to the signup. The Event Workers page opens.

The Events page and Manage Events open the same view, with Shifts, Workers, and buttons to add shifts, assign workers, and print vouchers. The Event Workers page also has the Manage Workers menu and the buttons to mark shifts completed.


Manage Shifts and Workers

  • Edit a shift: Click the pencil next to the shift and change its details.

  • Delete a shift: Click the red x button next to the shift.

  • Add a shift: Click + Add Shift.

  • Assign a worker: Click + Assign Worker. See Manually Assign a Worker to a Shift.

  • Remove a worker: Click the pencil next to the worker. Their shifts on the event are listed with hours and status. Click the trash icon next to a shift, or click Remove From All Shifts.

  • Print vouchers: Click Print Voucher next to a worker, Print Vouchers, or Print Blank Vouchers.


Mark Shifts Completed

  1. Open the event's Event Workers page from Event Setup.

  2. Click Mark shifts as completed. To undo, click Mark shifts as not completed.

Note: Creating a worker financial report also marks the shifts it covers as completed. See Worker Shift Report and Financial Reports.

The Manage Workers menu on this page also holds Assign Worker, Edit Worker Setup, and Copy Signup Link. To share an event's signup link, see Get a Public Signup Link For a Single Event.

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