You can create assignments from the Dashboard or directly from a project by clicking New assignment.
Choose one of the following assignment types:
Assorted shifts – Create individual shifts that are managed independently.
Rotation pattern – Create recurring assignments based on a rotation schedule. Learn here
You can also add one or more Assorted shifts directly to a schedule. Hover over the desired time slot in the appropriate schedule on the required day, then click Add shift in the upper-left corner.
A New assignment window will open, allowing you to create the shift. Note: This option is available only for Assorted shifts.
Assorted Shifts
Complete the assignment details:
Schedule – Select the schedule where the shifts will be created. Each schedule represents a separate line within the project.
Number of talents – Specify how many talents are needed.
Shift time – Choose whether to set an exact start and end time or use Total hours only and enter the number of working hours.
Select shifts
Use the calendar to choose one or more shifts:
Click individual dates to create assignments for specific days.
Click a weekday to select all occurrences of that weekday.
Click a week number to select an entire week.
Click the same weekday or week number again to remove the selection.
Use the Month and Year selectors to navigate through the calendar.
Add assignment details
Description for talents – Add information that will be visible to invited talents, such as instructions or important shift details.
Optional settings
Enable Create a task to automatically create a task together with the assignment.
Enable Invite talents immediately to automatically invite fully available talents.
If automatic invitations are enabled, you can also:
Set the location proximity to invite talents within a specific distance.
Enable First come, first served to assign shifts to the first eligible talents who accept the invitation.
Click Create to create the shifts. If Invite talents immediately is enabled, the selected talents will be invited automatically. The shift will display "X invited", indicating how many talents have been invited. For more information about inviting talents to shifts, see the related article.
