FAQ content

Schedules: Add and manage assigned staff on a schedule

In this article

The Assigned Staff tab of a schedule's settings is where you can add and remove staff on a schedule as well as controlling which Regular-level users have elevated permissions (for Admin-level controls like adding shifts, managing time off, etc.) for the schedule.


Add staff to a schedule

In order for any user, Admin or Regular, to be assigned to shifts on a schedule they must first be added to the schedule. 

To add staff to a schedule's roster: 

  1. From the command bar, go to Admin > Schedules Settings.
The Schedules Settings option under the Admin menu
  1. On the Manage Schedules page, find the schedule you want to modify and click on its Edit Settings () icon in the last column.
The Edit Settings icon for a schedule
  1. On the Schedule Settings page, click the Manage Staff tab.
  2. Click on the Add Staff to Schedule button to see the list of the accounts in LibStaffer.
The Add Users button under the Manage Staff tab
  1. On the Add Staff to Schedule modal, select the accounts to add to the schedule from the Staff dropdown.
    • You can select up to 20 accounts at a time.
  2. Click Save to add the staff to the schedule.
The Save Users button

Give regular users schedule-level admin permissions

By default, only Admin users can create, edit, and manage schedules and shifts. However, if there are Regular-level users in your library who usually manage a particular schedule, you can elevate them to become admins just for that schedule. This allows you to expand access to front-line managers, without having to make everyone a system-level Admin in LibStaffer. 

When a regular user is set as a schedule admin, they will have the following permissions for that schedule only:

  • Add/edit/delete shifts
  • Run the Auto Scheduler to assign/remove staff from shifts
  • Approve shift swaps
  • (Optionally) approve Time Off requests for the assigned staff
  • (Optionally) view the schedule's reports

Schedule admin users will not have access to system settings or any other options under the LibStaffer Admin menu. This includes the Schedule Settings page, so please keep in mind that only system-level Admin users can edit a schedule's settings and manage a schedule's roster.

To elevate an account:

  1. From the command bar, go to Admin > Schedules Settings.
The Schedules Settings option under the Admin menu
  1. On the Manage Schedules page, click the Edit () icon for the schedule you want to edit.
The Edit Settings icon for a schedule
  1. On the Schedule Settings page, click the Manage Staff tab.
  2. In the Manage Staff box, click the checkbox in the Enable Admin column next to each account that you want to elevate. After enabling the admin privileges for the account, you can optionally allow the account to also:
    1. Approve Time Off (for staff on this schedule only)
    2. Access Admin Reports (for this schedule only)
The Enable Admin, Approve Time Off, and Access Reports options

Remove staff from a schedule

Staff that have been added to the roster for a schedule can be removed at any time. However, removing a user from a schedule also removes the user's scheduled shifts, favorite shifts, and pending shift swaps in the schedule so please use caution when removing users.

Note: To prevent the accidental removal of staff from a schedule, you can only remove staff one at a time from the schedule.

To remove a user from a schedule:

  1. Click on the Remove staff member from schedule () icon in the Manage Staff box.
removing staff from a schedule
  1. On the Remove Staff modal, click the Delete button to confirm the staff member's removal.
confirming the removal of staff from a schedule