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Can I send a shift to only select workers?
00:00: This tutorial explains how to send shifts to specific workers using the Scheduling
00:04: Calendar.
00:05: . Start the same way as a standard
00:07: shift. Click Scheduling , click Calendar.
00:13: Select a location.
00:15: Then click the Add Shift button at the top right and choose Add Regular Shift to
00:19: begin creating a new shift.
00:21: Click each day you need cover. Then click your shift template on the right and
00:25: select Edit Shift Template to customize it.
00:28: Click Edit Shift Template to modify the details of your selected shift
00:32: template.
00:33: Scroll down to the Invite Staff section. To invite specific workers, click the Smart
00:38: Search box and type their names.
00:41: Enter the names of the workers you want to invite in the Smart Search box to add
00:45: them to the shift.
00:47: Check the box to enable invitations for the selected workers.
00:51: , click save,
00:53: Drag and drop your template onto the selected days.
00:57: Then turn off the Add Shift toggle and click Publish All Shifts to finalize.
01:02: That's it! Workers
01:03: you invited will be notified to pick up your shift.
01:07: Need help?
01:07: Our support team is always here.
01:09: Just reach out.
To send a shift to a specific worker instead of posting it to everyone available, follow the same steps as posting a regular shift (see"How do I post a shift?"), with one difference: when you get to the Invite Staff section, you have two options:
- Search by name: use Smart Search to type the worker's name, check the box next to them, and click "Submit Selection," then "Submit Request."
- Select All Favorites: if you already have a Favorites list built, click "Select All Favorites" to invite everyone on it at once.
If you have any questions, contact your local office.