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How to Set Up Shift Auto-Assignment in a Volunteer Registration Form

The auto-assignment workflow in WeezCrew allows volunteers to choose their own shifts during registration based on their availability.

The auto-assignment workflow in WeezCrew allows volunteers to choose their own shifts during registration based on their availability. Once a volunteer selects an open time slot, the system automatically assigns them to that shift—streamlining schedule planning and empowering volunteers to build their own schedules.

Step 1: Access Form Shift Settings

  1. Navigate to the Form module in WeezCrew.

  2. Select the registration form you wish to configure.

  3. Click on the Settings tab.

  4. Select Shifts from the left-hand navigation menu.


Step 2: Configure Auto-Assignment Options

  1. Under shift selection rules, choose Unlimited choices.

  2. Enable the Show time slots option.

  3. Toggle on Automatic assignment.

  4. (Optional) Configure visibility for full shifts: toggle whether to display or hide shifts that are fully booked. For example, if a shift requires 2 volunteers, it will automatically disappear from the form once 2 members have selected it.

  5. Click Save to apply your changes.


Step 3: How the Form Works for Volunteers

You can test the registration experience using the Preview option:

  1. The volunteer fills out the form and selects their general availability.

  2. Based on their selected availability, the form displays all available shift time slots.

  3. When the volunteer selects a shift slot (e.g., Bar #1), overlapping time slots automatically become unselectable to prevent scheduling conflicts.

  4. Once submitted, the volunteer is automatically assigned to their chosen shifts and time slots.

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