Planner Staff Assignments

Overview

The staff assignment tools let managers and administrators add people to selected job days from the Planner. They are designed for quick changes across one day or several selected days at once.

When you select a job day on the planner, the bottom area shows who is currently assigned and who is still available to add.

Who Can Use This

The staff assignment tools are available to managers and administrators. If you do not see the bottom assignment area, your account may not have permission to change planner assignments.

Reading the Staff Area

The staff area is split into two sides:

• Unassigned Staff: People who are not currently assigned to the selected job days.
• Assigned Staff: People who are already assigned to the selected job days.

Use the search box between the two lists to quickly find a person by name.

Adding Someone to Selected Days

1. Select one or more days for the same job on the planner.
2. Find the person in Unassigned Staff.
3. Add them from the list.
4. The app creates assignments for the selected days where that person was not already assigned.

If several days are selected, the person is added to those days together.

Removing Someone from Selected Days

1. Select the job days you want to update.
2. Find the person in Assigned Staff.
3. Remove them from the list.
4. The app removes matching assignments from the selected days.

Schedule Conflicts

Sometimes the app may warn that a person is already assigned somewhere else for the same time. This means the change could create a clash.

When this happens, review the conflict message before continuing. You may need to choose different staff, remove the other assignment, or adjust time slots.

Tips

• Select only the days you intend to update before adding or removing people.
• If you selected days across different jobs, the staff area follows the main selected job shown in the bottom panel.
• Use the search box when the staff list is long.