Once you have created functions, you can assign them to shifts. Functions can help you when creating the schedule, as you can clearly see which function each team member holds.
You can recognise functions by the coloured squares with a letter inside (called badges) shown next to a team member’s name. You will see these both on the shift card and in the availability view. You can change the colour and the letter of each badge on the Skills page.
💡 Tip: If you cannot see the availability, click the 'Show' button in the top right corner to check if the availability view is turned on.
Assign function to a shift
By assigning a function to a shift, a function badge will be displayed in this shift. This ensures that anyone you schedule for this shift has a matching role or function.
Go to 'Planning'.
Open the shift to which you want to assign a function.
Click 'Shift function'.
💡 Tip: You can edit and create functions from here, by clicking 'Manage functions'.Select the function.
Click 'Save'.
