In this document you will learn about changing a worker’s planned shift for a date in Attendico ATS Cloud. Planner allows an administrator to change a worker’s assignment by moving the worker between shift columns. The follow-up dialog determines whether the change applies only once or also affects future assignments.
What is this feature used for?
This is used when a person swaps a shift, starts at a different point in the rotation or is reassigned to a permanent shift.
Before you begin
- Existing group, shift definitions and worker assignment.
- Select a date within the worker’s displayed schedule.
- Confirm the intended duration of the change before saving.
Options and fields explained
- Only This Day
- Overrides the assignment for the selected date.
- From This Date, Continue Rotation
- Changes the starting position and continues the group’s automatic rotation.
- Keep This Shift From This Date
- Excludes the worker from rotation from that date and maintains a fixed shift.
Step-by-step procedure
- Open Planner and select the worker’s group.
- Choose the relevant date range and click Show.
- Locate the worker in the row corresponding to the day to change.
- Drag the worker to the required destination shift column.
- Read the confirmation dialog and choose the intended application mode.
- If this is a one-day change, select Only This Day.
- If the group rotates and the starting position should change, use the future-rotation option; for a permanent fixed assignment choose the fixed-shift option.
- Confirm, reload the plan and inspect multiple future days when a future mode was selected.
What happens after saving?
The result depends on the chosen application mode. A day-only override should not be mistaken for changing all future rotation positions.
Important notes and common mistakes
- A permanent change has a broader impact than a one-day correction. Inspect future dates carefully.
- The application uses distinct day, future-rotation and future-fixed change modes.