Step 01 - Locate the Employees: On the left-hand panel, find the new employee you want to assign to the shift.
Step 02 - Drag and Drop:
- Click and hold the new employee's name.
- Drag them over the existing assigned (gray or green) shift that you want to reassign.
- Drop the employee onto the shift block.
Step 03 - Confirm the Replacement: A confirmation message will appear, asking: "Replace [Current Employee Name] with [New Employee Name]?"
Step 04 - To Complete the Action: Click "Yes, Replace" to finalize the change.
The Roster module includes built-in validation to prevent double-booking and scheduling errors.
- Overlapping Shifts: If you try to assign an employee to a new shift that overlaps with one they are already scheduled for, the system will display a conflict warning and prevent the action.
- Example: You cannot assign Billie Ferguson to an evening shift if they are already working a morning shift that overlaps.
- Cross-Group Conflicts: The system also prevents an employee from being scheduled in different shift groups at the same time, even if the groups are different.
- Example: If Priya is already assigned to the "Barista" group at 10:00 AM, you cannot also assign her to the "Cleanup Crew" group at that same time.