Skip to main content
Assigning is what makes a schedule real. Until a schedule is assigned to someone, it changes nothing. Assign schedules in the Assignments panel on Settings → Schedules.

​
What an assignment is

An assignment binds one schedule to one target over a date range.

​
The precedence rule

Only one schedule can apply to a person on a date. The most specific assignment wins.
  • A person assignment beats their group’s.
  • A group assignment beats the workspace default.
  • A person with no assignment of their own falls back to their group, and then to the workspace.
A group assignment uses a person’s primary group. A person can belong to several groups, but their working week has to be one unambiguous thing. See /team/groups.

​
How to assign a schedule

1

Open the Assignments panel

Go to Settings → Schedules and scroll to Assignments.
2

Click Assign

The Assign a schedule dialog opens.
3

Pick the schedule

Schedule lists your active schedules. Deleted ones are not offered.
4

Choose who it applies to

Applies to offers One person, A group, or Everyone (workspace). Picking a person or a group reveals the matching picker.
5

Set the effective dates

Set Start. Leave No end date – runs forever ticked for an ongoing schedule, or untick it and set End for a temporary one.
6

Deal with any clash

If the target already has a schedule covering those dates, the dialog shows it and asks End the current schedule on. The new schedule takes over the next day.
7

Check the impact and save

The dialog reports “This affects N people.” Add an optional Note, then click Assign schedule.

​
Replacing an existing schedule

You cannot have two assignments covering the same date for the same target. When the dialog spots a clash it shows a panel like:
Already on Standard week (Always). End the current schedule on – The new schedule takes over the next day.
The date defaults to the day before your new start date. Change it if you want a different cutover. The old assignment gets that end date, and the new one takes over. If you try to save an overlap without ending the old one, you see:
This target already has a schedule covering those dates. End or remove that one first.

​
The Assignments table

Each row has a delete button. Removing an assignment asks you to confirm:
The members it covers fall back to their next-most-specific schedule (group or workspace default). This does not delete the schedule itself.
When there are no assignments at all the panel reads “No assignments yet. Everyone is on the workspace default schedule.”

​
Example

Northwind Studio is 12 people.
1

Set the workspace default

Tom Whitfield assigns Standard week to Everyone (workspace) with no end date. The row reads Always, level Workspace. Everyone now has 40 expected hours a week.
2

Give the support group its rota

He assigns Support rota to the group Support, starting 1 September, no end date. Anyone whose primary group is Support now follows the rota instead.
3

Put Ana on part-time

Ana Ferreira is a contractor working Monday, Wednesday and Friday. Tom assigns Part-time Mon/Wed/Fri to Ana Ferreira, starting 1 September. The dialog reports “This affects 1 person.”
4

Cover a temporary change

Sarah Lin drops to four days for three months. Tom assigns Four-day week to Sarah Lin from 1 October to 31 December, with the note agreed short hours. On 1 January she falls back to the workspace default automatically, because the assignment ends.

​
Assigning from a person’s record

You can also do this from one person’s page. Open Settings → Team members, pick the person, then the Schedule tab. It shows two sections:
  • Their own schedule – assignments aimed directly at this person. You can add and remove them here.
  • Inherited – what they fall back to, from their groups and then the workspace default. Read-only, changed on Settings → Schedules.
This is the fastest way to answer “what does this person actually follow?” See /team/member-record.

​
What happens next

  • Their expected hours change from the effective start date.
  • My Schedule shows the new pattern for the next 14 days.
  • Timesheets compare tracked hours against the new expectation.
  • The Planner shades their days off from the new pattern.
  • Time-off requests start counting against the new working days.

​
Permissions

Assigning and removing an assignment needs schedule.manage – Owner and Admin by default. The person picker uses the full workspace roster, so an admin can assign a schedule to themselves. Reading another person’s resolved schedule needs schedule.manage or time.viewOthers, and the person must be inside your supervision scope. Holding schedule.manage does not bypass scope. See /concepts/supervision-scope.

​
Common questions

The assignment has no meaningful start date and no end date, so it covers every date. This is what the workspace default looks like.
Yes. Set the Start to a future date. The old schedule keeps applying until the day before.
The person falls back to their next-most-specific assignment – their group’s, then the workspace default. Nothing else is needed.
Their primary group’s. Group schedules only ever match the primary group, so a working week is never ambiguous.
No. Schedules apply to workspace members. Portal contacts are never counted.

​
Troubleshooting

Create a schedule

Build the pattern first.

Schedules overview

How a day is resolved for one person.

Groups

Primary groups and why they matter here.

Member record

Assign a schedule from a person’s page.

Schedule permissions

Who can see and change schedules.