How to Assign Vols-Staff to Shifts

Supervisors and administrators can assign other volunteer and staff users to Shifts.

Important Note: In 2024, iCarol released an update to the Shifts feature within iCarol. This update includes a mobile responsive design, modernized and simplified workflows, and enhancements for filtering and viewing the Shift Calendar. iCarol Support is working with individual customers to upgrade their Shifts to the new functionality. The instructions below are specific to the Shifts upgrade. If your iCarol system has not yet been upgraded, please view the legacy Shifts knowledge base articles

 To assign others to a shift:

1. Log into iCarol as a supervisor or administrator
   
2. Click on “Shifts” from the left menu
   
3. Navigate to and/or apply any filters to find the desired Shift
   
4. Click on the displayed Shift to open the Shift details view
   
5. From the Assigned Workers list, click on the drop-down list                                                                                                                                        
   

6. Choose the Volunteer-Staff users name to assign them to the Shift

   

   NOTE: To remove the assigned worker from the Shift, without deleting the shift worker slot choose “Available” from the drop-down list. Clicking the trash icon  

    will reduce the number of workers needed for that Shift.
   
   
   

Shift Substitutions as a Supervisor or Administrator

As a supervisor or administrator, you can assign Shifts with pending Shift substitution requests to yourself or cancel the request.

 To self-assign or cancel a Shift Substitution request:

1. Log into iCarol as a user with access to Shifts
2. Click on “Shifts” from the left menu
3. Navigate to and/or apply any filters to find the desired Shift
4. Click on the displayed Shift to open the Shift Details view
5. Click on   “Assign this shift to yourself” or  “Cancel swap shift request for this shift assignment” button
6. If the Shift start time is soon, you may be asked to “Confirm”