How do I assign recurring shifts to a profile?
Overview
Putting somebody on a repeating schedule is two jobs: the shifts have to exist, and the person has to be on them.
How you do the second half depends entirely on how you did the first, so start there. Shifts and reservations need Vome Pro or above.
1. Build the shifts as a series
When you create the shifts, choose Recurring shifts rather than a date range.
- From the left navigation menu, go to the Schedule tab.
- Top left, click Create shifts.
- Choose Recurring shifts, then set the start date, the time slots, and the repeat pattern.
- Leave the end date off for an open-ended commitment, or set one if the arrangement genuinely ends.
- Optionally pre-assign profiles here, so the people you already know about are on every shift from the start.
A series is a rule that stays alive, so Vome keeps generating shifts ahead of time. That is the property that makes the next step work.
2. Add somebody to the series
This is the method to reach for whenever the commitment is ongoing.
- From the Schedule tab, open Manage recurring series.
- Select the series.
- Under Series attendees, use Add attendees to the series.
- Pick the profiles, set a Start date if their commitment does not begin immediately, and click Add to series.
They are now on every upcoming shift in the series, and on every shift Vome creates later. You do not have to come back and do it again.
3. Assigning existing shifts in bulk
This is the older method, and it is still the right tool in two cases: the shifts were built as a date range rather than a series, or you want to top somebody up on a specific set of dates.
From the database:
- From the left navigation menu, go to the Database.
- Select the checkbox to the left of the profile.
- Click the Actions button that appears.
- Click Assign shifts.
- Filter the grid by opportunity title, days of the week, and so on. Select all, or pick individual shifts, then save.
You can start the same workflow from the Schedule tab instead: Actions at the top right, then Assign upcoming shifts.
4. Attention: bulk assign only reaches shifts that already exist
This is the reason the series method exists, and the trap in the bulk one.
Assigning shifts in bulk puts the person on the shifts that are on your schedule at that moment. It creates no standing arrangement. So if the shifts came from a date range and you later generate more, the person is not on any of them, and nothing tells you so. You find out when a shift you thought was staffed turns out to be empty.
With a series, adding somebody once is a commitment that carries forward. That difference is worth more than the few clicks either method costs.
5. Taking somebody off a recurring schedule
The same asymmetry applies in reverse.
On a series, removing somebody asks how far the change reaches: this shift only, this and future shifts, or all shifts. Ending a commitment from a chosen date is one action.
On date-range shifts, there is no series to leave. You remove them from each remaining shift.
Summary
- For an ongoing commitment, build the shifts as a series, not a date range.
- Add the person from Manage recurring series > Series attendees > Add attendees to the series, with an optional start date.
- They are then on every upcoming shift and every shift generated later.
- Bulk assign only covers shifts that exist today, so it has to be repeated whenever more are created.
- Use bulk assign for date-range batches or for topping up specific dates.
- Removing somebody from a series is scoped; removing them from date-range shifts is one at a time.