Assigning yourself (Planner) on shortage or open shifts

As a planner, you can assign yourself on an open or shortage shift. Follow the steps below.

Prerequisites

• Connect to Portal with a planner’s profile

Acces in Petal

• Home page > Calendars > Groups > (Your group)

Steps

1. Click on the shift labeled Shortage or Open.

2. In the right panel Assignation, under Select an eligible member, click on Self-assign.

3. Click on Continue.

4. Modify the shift Start time and End time if needed. Add comments (optional) and click Assign.

5. If you have the required Approval permissions, the shift is assigned and all the assignments on this shift are displayed in the group calendar.