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How to Reassign a Shift Via Rota
How to Reassign a Shift Via Rota

A step-by-step guide on how you can update who the shift has been assigned to via the Rota screen.

Olivia McKearney avatar
Written by Olivia McKearney
Updated over a week ago

To reassign a shift, once you log into your profile you will need to navigate to the ‘Rota’ tab located on the top left-hand side of the below screenshot.

Once you select the ‘Rota’ tab the following screen will appear:

Scroll down on the rota until you see the shift you wish to reassign. Once located click on the downward arrow located in the top right-hand corner of the shift cell. Once selected the below options will appear:

At this stage, you will select ‘Reassign Shift’. Once selected the below screen will display:

At this stage, you will be required to select the ‘Employment Status’ to indicate if you wish to reassign this to an employee or locum.

Employee

If you select ‘Employee’, you will then be required to search for the employee you wish to reassign the shift to. Once selected you’ll also be granted the ability to ‘Notify Employee’ of the shift change by checking the available checkbox as displayed below:

At this stage, you must click on the green ‘Confirm’ button to save your changes.

Locum

If you select ‘Locum’, you will then be required to select the ‘Position’ before searching for the locum you wish to reassign the shift to. Once selected you’ll also be granted the ability to edit the ‘Candidate Source’ & the ‘Hourly Rate’ as displayed below:

At this stage, you must click on the green ‘Confirm’ button to save your changes.

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