Creating Assignments
The Scheduling page provides you with powerful tools you can use to schedule your church volunteers. To navigate to this area, click into an event> Click on Assignments Tab> Edit Assignments. The left panel defaults to the "teams" option you will need to click into the appropriate team to begin assigning people.
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1People Schedule
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2Navigation and Layout of People Scheduling PageThe People Scheduling page is organized with a left panel that shows the teams that you lead. By clicking on the "Edit" button, you will see a dropdown with a list of your team members, roles, and team templates. The right side of the page will show one or more upcoming services, along with your team’s assignments, response statuses, and possibly notes left by your team members as they responded to the assignment. Throughout this page, items and menu drop downs can be clicked to show you more information about the item, or give you display options or actions that you can take.
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3Creating Assignments
The drag and drop interface of the people scheduling page makes it easy to schedule your volunteers. Simply drag and drop from the left side to the service on the right side. You can schedule and entire team at once, or an individual person. Dropping an item on the service header will create a new assignment. Dropping an item on an existing assignment will replace that assignment.
As you make changes to the schedule, Service Planning is saving those changes automatically, but assignments are not visible to the assignee just yet. It is important to note that Service Planning will NOT save an assignment without a role. Once you assign roles, make sure you click the "Send Notifications" button in the upper right corner so that all of your people are notified.
You may also be interested in learning about team templates to streamline your scheduling process. See “Using Team Templates” support article.