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How do I schedule a worker to a project for a specific day?

Assign a worker to a project on any date by dropping them onto a day cell or filling in the assignment drawer.

Quick answer

Drag a worker from the Resources panel onto the day cell for the project you want, or click the + on that cell to open the Edit Assignment drawer and add them there. Either way, save to confirm the assignment.

Overview

Scheduling a worker means placing them on a specific project for a specific date. Corfix gives you two ways to do this: a fast drag-and-drop from the Resources panel straight onto the grid, or a more deliberate path through the Edit Assignment drawer, where you can also set required counts and add notes at the same time. Both end up creating or updating the same scheduling card.

Before you begin

  • Scheduling a worker is done by an admin in the web portal.
  • The project and the worker must already exist in Corfix.
  • Corfix does not block double-booking — a worker can be assigned to more than one project on the same day, so confirm you have the right day before saving.

Steps

  1. Open the Resources panel. Switch to the Workers tab and use Search workers by name or ID to find the person you want to schedule.
  2. Drag the worker onto the day cell. Drop them onto the cell where the project's row meets the date you want. This creates a card if one doesn't exist yet, or adds them to an existing card.
  3. Or click the + and use the drawer instead. Click the + on the day cell to open Edit Assignment, then add the worker under Resources > Workers in the drawer.
  4. Set the required count (optional). If you want the card to track staffing progress, set Total Workers to the number of people the day needs.
  5. Add notes if needed. Use the Notes field for anything the crew should know, like a gate code or start time.
  6. Save. The card updates with the worker assigned, and they'll be notified on the mobile app according to the standard notification timing.

Use cases

  • Same-day assignment: drag a worker onto today's cell to get them on site immediately.
  • Planning ahead: schedule a worker for a day next week so the crew list is set before the week starts.
  • Building out a card fully: use the drawer to set required counts and notes in one pass, rather than dragging one worker at a time.

Troubleshooting

I dragged a worker but nothing happened. Make sure you dropped them directly on a day cell within the project's row, not between rows or columns.

Can I schedule the same worker on two projects the same day? Yes — Corfix allows this. Double check the day and project if you only meant to place them once.

Will the worker be notified right away? It depends on the day. Same-day assignments notify as soon as the card is saved; future-day assignments notify at 4 PM Eastern the day before. See How workers are notified of their schedule for full details.