Shift View lets you change an employee's roster allocation by choosing a person for a duty or dragging their existing allocation to another row or day. These actions change the roster, not just its appearance. You need editing access to the selected roster.
Ordinary shift and task changes in My Roster remain draft changes until you publish them. Review them using Make manual roster adjustments before publishing.
For row setup, see Set up Shift View.
Whole-screen navigation: start in My Roster and use the clock side of the highlighted view toggle beside Current schedule period to open Shift View. This image shows Employee View before switching; it is not a drag-and-drop demonstration.
Assign someone to a duty
Open My Roster, check the period and select Shift View.
Find the duty row and date, then open its employee selector.
Select an eligible employee. Review any warning or confirmation before proceeding.
Hover over the resulting allocation to check its shift, task and times. Check the person's day in Employee View if the allocation contains several duties.
Select Employees filtered to Daniel Reed. The selected checkbox shows his current Ward A:AM-DC allocation. This is a selector example, not a drag demonstration.
The selector changes the person's allocation to match the target row. It is not a promise that every existing duty will remain unchanged. Review the resulting coverage and hours.
Drag an allocation within the same day
Find the employee's allocation and inspect its hover details.
Drag the employee's allocation to the target duty row in the same date column.
Review any confirmation, then inspect the resulting allocation and coverage.
Before: Daniel Reed has AM on 11 November; AM || DC is empty. Drag within the same date column.
After the same-day drag, DC is added to Daniel’s AM allocation. One AM-DC allocation appears in both coverage rows. No confirmation appeared in this example.
Moving between compatible rows for the same shift can add a task or duty to the existing allocation. Moving to a different shift can replace the original shift component. The app chooses a valid allocation matching the target while trying to preserve other compatible duties; it does not simply rename the visible box.
Drag an allocation to another day
Drag the allocation to the target row under the new date. For an ordinary cross-day move, the source day's entire allocation is cleared and the target day is updated. This is a move, not a copy of one task. Check both dates, especially when the source allocation contains several duties or the destination already has work.
Before: Daniel Reed has AM-DC on 11 November; 12 November is blank. Hover shows Ward A:AM, 6:45am–3:15pm and DC.
The confirmation for this move warns that AM coverage will be removed on Wednesday and added on Thursday. Check the affected dates and duties before selecting Continue.
After the cross-day move, 11 November is blank and 12 November has the complete AM-DC allocation.
Understand blocked drops and confirmations
A drop may be unavailable when the target is not fillable, the employee is ineligible, or the date falls outside their employment dates. Hidden from view is not a drop destination.
Read multi-cell confirmations carefully: an allocation can appear in several coverage rows, so changing it can affect more than the box you dragged. Cancel if the proposed changes do not match your intention.
Accepted open shifts have additional restrictions. Moving an accepted single-position open shift can prompt an update to its details; a multi-position open shift must be managed through the open-shift controls instead. For an accepted open shift, read its update confirmation carefully; it uses the open-shift update workflow.
Check the result before sharing it
Review the employee's complete allocation, staffing indicators, hours and relevant rules. Dragging a name is not an employee-to-employee shift-swap request and does not replace the shift-swap approval process.