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How to reassign a shift (from Rota)

Use this guide to change who a shift is assigned to from the Rota screen.

Written by Sarah Murray

Before you start

  • Access is permissions-based. If you can’t see reassign options, ask a Company Admin.
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Steps

  1. Open Rota
    Go to Rota from the main navigation.

2. Find the shift
Filter by Date, Location, or Job Type to locate the shift.
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3. Open the shift menu
In the shift cell, click the downward arrow (top-right) to open the dropdown.
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4. Choose Reassign Shift
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Select Reassign Shift.

5. Pick Employment Status
Choose Employee or Locum.
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If Employee:

  • Search and select the employee.
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  • (Optional) Tick Notify Employee to send an update.
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  • Click Confirm (green).
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6. If Locum:

  • Select the Position.
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  • Search and select the locum.
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  • (Optional) Update Candidate Source and Hourly Rate.
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  • Click Confirm (green).
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Tips

  • Use filters first to reduce scrolling and avoid reassigning the wrong shift.
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  • For locums, confirm Hourly Rate before assigning.
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  • Use Notify Employee when reassigning to staff to minimise missed changes.
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Troubleshooting

  • Reassign option not visible: You may lack permissions or the shift is locked; check with a Company Admin.
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  • Can’t find the recipient: Confirm they’re active and eligible for the Position.
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  • Need help? Click the chat button in the bottom-right corner of the screen to contact our support team.

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