Staff member assignment by admin

There are two ways to ensure that a shift has a sufficient number of staff members - self-registration, and the second one, which covers this article, assigning staff to jobs by admins.

Adding staff to the shift

Sometimes it is necessary to secure a job position by a particular staff member and there are multiple ways in OnSinch how admin can add someone to the shift:

1. Via +staff member icon 

• the best way how to quickly add a single person to the shift is by typing their name. 
  

2. Using a magnifying glass 

• great tool how for searching your database and finding suitable staff for the specific shift based on availability during shift date, profession, and position requirements if set.
  
  

3. In builder editor 

• Attendance Builder allows you to add or remove staff members to and from more shifts at once, move staff members from one shift to another, or sign them off. Here you have also an option to do these actions in bulk by holding ctrl + clicking on the position lines of staff member names.
  
  

Shift invites - attendance confirmation

Sometimes you might need to receive feedback from staff when assigning them for the job that they agree to attend the shift or not. This is easy with our attendance confirmation feature - just tick the checkbox when adding them to the shift:

To sum up, there are two approaches when allocating staff to the shifts: 

• Adding staff without confirmation - they will be simply just added to the shift and informed about it, no action will be needed from their side.
• Require attendance confirmation - a staff member will be notified about being added to the shift and will have to take action in their OnSinch account and either accept or decline the invitation. Admins see clearly in the shift detail who is invited, confirmed, or declined.
• You can invite staff members directly to the position or invite them to be applicants - after they confirm their interest you make the final decision if you want them on the shift or not.

Signing off the staff from the shift

You always have full control over the occupation of each shift - you can sign off anyone you want regardless if they were added the the shift by admin or if they registered by themselves.

When removing a staff member from the shift, you have two options:

1. Only sign off - staff member will be simply just removed.
2.  Sign off with conditional penalty - if the staff member provides a reasonable explanation till the set due date, the penalty will be excused. This is handy when e.g. staff member lets you know about not attending the shift soon before the start.

Similarly, as adding staff to the shift, the sign off action can be done on the shift detail page, in the attendance builder, in the attendance overview section, and in the profile of specific staff member.