Assign Helpers Before AutoFill

 

AutoFill is the best way to assign Helpers to your shifts but if you want to manually pre-place Helpers into shifts you can do so at any time by simply clicking the shift. If certain Helpers always help certain shifts ("Pinned Helpers") you can assign their shifts and then use Save Template to save the schedule with those shifts already assigned - in later weeks you can Import the Template and then only AutoFill the open unassigned shifts, leaving the pinned Helpers in their time slots.

 

To assign a Helper to a shift from the "By Helper" view: 

To assign a Helper to a shift from other weekly views: 
From any weekly Schedule View: 

 Click on the shift you want to assign to open the Shift Change window

In the the bottom section of the window click the Helper name. (Helpers are listed by availability and help time preferences - if you know which Helper you want it may be easier to find them by clicking the "Name" column heading which sorts the list alphabetically)

Click the Save Changes 

button

Related Topics: 

Preplacing a Helper

Create Schedule Templates

Import Shifts for Week or Day