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How to Edit a Worker’s Profile or Change the Assigned Shift

Worker profiles contain identity, scheduling and status information. Editing a saved worker changes their current administration details while retaining the original employee code. In this document you will learn how to edit a worker’s profile or change the assigned shift in Attendico ATS Cloud without modifying the employee code.

Zweck und Funktionsweise

Use this when an employee moves teams, changes regular shift or needs a correction to editable profile fields.

Vorbereitungen

  • The worker already exists.
  • Any destination group and shift must be saved first.

Einstellungen erklärt

Employee Code
Read-only after worker creation.
Group
Scheduling group selected for this worker.
Current Shift
Must be selected from the chosen group’s shifts.
Always Keep This Shift
Worker-level exception from rotation.
Worker Type and Status
Internal/external identity and active state.

Schritt-für-Schritt-Anleitung

  1. Open Workers.
  2. Select the worker.
  3. Change editable identity or scheduling fields.
  4. If Group changes, choose a valid Current Shift in the new group.
  5. Review the Always Keep This Shift option.
  6. If External is selected, enter the company name.
  7. Change Active when appropriate.
  8. Click Save.
  9. Inspect Planner to confirm the scheduling result.

Erwartetes Ergebnis

The worker profile is updated while the pairing code remains fixed.

Wichtige Hinweise

  • Changing groups can invalidate the previous shift choice.
  • Do not try to change the four-digit employee code on a saved profile.