Overview
Once the work schedule has been set up and shifts have been created, you can start assigning employees. EZTime offers several assignment methods — each suited to a different management style. This guide covers all available methods so you can choose the one that works best for you.
To get started, in the side menu select "Shift Scheduling".
Method 1 — Assign by Shift
This method displays your shifts and lets you fill them with employees — ideal when you want to make sure each shift is properly staffed.
In the view menu, click "By Shift", then click "Add" at the top of the relevant shift.
A scheduling window will open with several filtering and selection options:
Department / Branch filter — displays only employees assigned to the selected department or branch
Role filter — displays only employees assigned to the selected role
Shift preference filter (color-coded) — displays employees based on the availability preference they selected for that shift
Advanced settings — includes bulk actions to save time, such as assigning an employee to an entire week or specific days at once
Method 2 — Assign by Employee
This method displays your employees and lets you assign them to shifts — ideal when you want to make sure each employee gets the right schedule.
In the view menu, click "By Employee". Click "Add" in the relevant employee's row — the system will display all available shifts for that employee.
In the window that opens, you can see for each shift:
Shift hours
Staffing status — how many employees are already assigned versus the defined target
The employee's shift preference
You can also add a special report (sick leave, vacation, etc.) directly from this screen without navigating away.
Method 3 — Bulk Assignment
This method lets you select multiple employees and days at once and assign them all to a shift in a single click — ideal for quickly scheduling large groups.
Click the cells for the relevant employees and days — the cell will turn blue when selected. Once you've made your selection, click the three dots on the left side of any selected cell.
In the window that opens, select the shift and role for the assignment.
Please note: If a selected employee does not have the chosen role, the system will skip them and they will not be assigned.
Method 4 — Assign by Role
This method lets you assign employees by role — ideal when you want to make sure each role is fully staffed before moving on to the next. For example, assign all waitstaff first, then all kitchen staff.
Click "Add" next to the relevant role — the system will automatically filter and display only employees assigned to that role.
Tip — Drag and Drop
You can easily reassign an employee to a different shift by dragging them from their current shift to the new one. No need to delete and reassign.
Want to Save Even More Time?
EZTime also offers automatic scheduling — the system assigns employees to shifts automatically based on predefined settings and preferences, with no manual assignment required.
For the full guide on automatic scheduling, click here.