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How to QuickFill a project or shift

QuickFill streamlines assigning staff, allowing you to immediately assign multiple available and eligible workers to projects and shifts.

Updated over a year ago

QuickFill will populate vacant shifts with staff selected on the sidebar that are eligible and available for the selected shift. QuickFill will only fill the shift with staff according to the number of vacancies available and will prioritise staff with experience working for that shift's client and task.

Step 1: Access Planner

  1. Go to the Planner page.

Step 2: Filter Staff on Sidebar

  1. Use the Left Hand Sidebar filters to refine your staff list.

  2. Click the top staff member's name on the left sidebar.

Step 3: Select Desired Staff

  1. Hold CTRL or CMD on your keyboard to select which staff you'd like to use from the sidebar.

  2. You can also quickly select all staff on the sidebar by right-clicking and pressing 'Select All'.

Step 4: Select QuickFill from Project/Shift Menu

  1. Right-click the project or shift you'd like to assign staff to.

  2. Click 'Quick Fill' in the project menu to assign qualified staff to all project slots.

  3. QuickFill will assign staff staff most suited for the selected shift or project in order or experience working for the relevant task and/or client.

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