Assign Rooms to Staff

Room assignment helps managers distribute rooms across housekeeping staff and monitor progress during a shift.

Quick Reference

Item	What It Means	What To Do
Section	A group of rooms used for assignment.	Confirm sections are correct before assigning.
Staff workload	Number of rooms assigned to each staff member.	Balance workload across the team.
Assigned room	Room owned by a staff member for the shift.	Review status changes through the room queue.
Assignment configuration	Rules and service types that shape assignment behavior.	Review configuration before changing the daily workflow.
Staff room list	The room attendant view where staff search rooms and open room cards.	Ask staff to refresh after assignment changes.
Staff picker	The Add Staff modal shows available staff on one side and selected staff on the other.	Use Add All Available to fill the shift faster, then review the selected list before auto-assigning.
Assignment summary	Staff-facing summary of completed rooms, credits, service reject, and do-not-disturb counts.	Use it during shift review.
Self-reassign	Staff can claim eligible rooms from another assignment when enabled.	Confirm eligibility before staff take a room.
Turndown creation	Managers can create turndown assignments for eligible occupied rooms when the property uses turndown service.	Confirm turndown assignment is enabled and the current date matches the work date.
Stayover override	Some occupied stayover rooms can inherit a Full service type when the previous day used a no-clean status.	Check the room history before changing the assignment manually.
Section selection	Selects eligible rooms in the current results by section and room status.	Use it when a section needs the same bulk action.
Auto Assign scope	Chooses whether Auto Assign handles available jobs only or redistributes unstarted rooms.	Confirm the scope before continuing.
Auto Assign priority	Chooses whether Auto Assign favors workload balance or follows section preferences.	Select the priority that matches the shift plan.
Auto Assign credit limits	Keeps staff within maximum credit or allows eligible rooms to be assigned with proportional excess credit.	Choose the option that matches the shift plan.
Auto Assign room statuses	Chooses which enabled Dirty, Clean, and Inspected rooms are included in this run.	Select at least one status and review it before confirming.
Active advanced filters	Shows how many advanced filters are applied to the current results.	Check the count before reviewing or changing assignments.
Keyboard controls	Work-date, room-type, section, and calendar controls support keyboard focus and selection.	Use Tab, Enter or Space, and Escape to move, open, and close controls.
Remembered Auto Assign choices	Restores the manager's last scope, priority, credit-limit, and room-status choices for the property in the current browser.	Review the choices before confirming the next run.
Auto Assign undo	Restores eligible rooms to their assignments before the latest Auto Assign run.	Undo before manual assignment changes or started work makes the run unavailable.
Same-day credit edits	Allows managers to update job credits for today's assignments after completion.	Update the current day's credit when the completed work record needs correction.
Soraso room import	Loads room occupancy and housekeeping statuses from a Soraso spreadsheet.	Select Soraso in configuration before uploading the report.

Before You Start

• Staff accounts must be active.
• Rooms and sections must be configured.
• The manager should know the daily staffing plan and confirm at least one Dirty, Clean, or Inspected room-status row is enabled in Configuration -> Assignment before using Auto Assign.
• If the property uses turndown service, confirm turndown assignment is enabled and the configured creation time has passed.
• For Soraso imports, an Employee administrator must select Soraso as the room-assignment template and save the configuration.

Assign Rooms

1. Go to HOME -> Room Assignment.
2. Select the lower-left Multiple Select checkmark control.
3. Under Available Job, select the checkbox for the room or rooms to assign.
4. Choose Assign Rooms from the action bar.
5. Select the room attendant.
6. Confirm with Assign.
7. Ask staff to refresh their task or room list if needed.

Filter and Search Rooms

Use the room-assignment filters to narrow the current results before reviewing or changing assignments.

1. Open HOME -> Room Assignment.
2. Use the room-type selector or room-number search when you need a quick match.
3. Click Filter and choose the advanced filters you need.
4. Click Apply to update the Available Jobs and Staff Assignee results.
5. Check the number shown on Filter to confirm how many advanced filters are active.
6. Click Clear Filter when you need to return to the unfiltered results.

For keyboard access, press Tab to reach the work-date, room-type, or section controls. Press Enter or Space to open a selector, and Escape to close it. Calendar dates and month controls can also be reached as buttons.

Select Rooms by Section

Use the section shortcut when several rooms in one section share a room status.

1. Open HOME -> Room Assignment and load the current work date.
2. Select rooms for a bulk action so the multiple-selection bar appears.
3. Click Select by section.
4. Choose a Section.
5. Select or clear one or more Room statuses.
6. Review the selected and eligible room counts. The selection updates immediately for eligible rooms in the current results.
7. Close the panel and continue with the required bulk action.

The shortcut works only when HOME is online and the current date is selected. Rooms without an assignment ID, rooms that cannot be matched to a section, and rooms whose work has started or completed are not added to the selection.

Use Smart Auto-Assignment

Use Auto Assign to distribute the remaining rooms across the staff selected for the shift.

1. Go to HOME -> Room Assignment.
2. Review the unassigned rooms and work already assigned.
3. Click Add Staff and select the staff who should receive rooms. Use Add All Available when the full available pool should join the shift.
4. Click Auto Assign.
5. In the confirmation prompt, choose Assign available jobs only to leave existing room assignments unchanged, or choose Redistribute unstarted rooms to return eligible unstarted rooms assigned to the selected staff to the available pool before balancing it.
6. Under the priority prompt, choose Balance workload (Recommended) to balance room credits while considering section preferences, or choose Follow section preferences to assign rooms only to staff explicitly preferred for each room's section.
7. Under the credit-limit prompt, choose Respect credit limits to stop assigning when staff reach their maximum, or choose Assign all eligible rooms to allow staff with a positive limit to exceed it when needed to cover eligible rooms. Then under Room statuses, select one or more of Dirty, Clean, and Inspected. HOME shows only statuses enabled for the property.
8. Review the notice that rooms where work has started are excluded, then click OK to proceed.
9. Wait for the assignment to finish, then review each staff member's rooms and total credits.
10. Adjust individual rooms manually if the daily operation requires a change.

If a room status is disabled after you open the prompt, HOME asks you to review the available selection instead of silently choosing another status.

HOME remembers the last scope, priority, credit-limit, and room-status choices for your property and account in the current browser. Review the selections each time before confirming Auto Assign.

Smart Room Assignment balances job credits instead of only counting rooms. When service types use different credits, a light clean can carry fewer credits than more involved work, giving managers a more representative view of each staff member's workload.

The assignment also considers work that is already assigned, staff preferences, and compact sections when building a practical shift plan. In Follow section preferences mode, a room without a matching preferred staff member remains unassigned. With Respect credit limits, staff stop receiving rooms at their configured maximum and some rooms may remain unassigned. Eligible zero-credit rooms can still be assigned when an attendant is at or above a positive credit limit because they do not consume additional capacity. With Assign all eligible rooms, HOME can exceed a positive credit limit to cover eligible rooms and balances the excess in proportion to each selected staff member's configured maximum. Room credits are indivisible, and existing assignments or other eligibility rules can produce the closest proportional result.

Smart Room Assignment uses service-based credits to balance real workload, not just room quantity.

Undo the Last Auto Assignment

Undo the latest Auto Assign run when the distribution needs to be restored before the shift continues.

1. Open HOME -> Room Assignment for today's date while HOME is online.
2. Stay in the staff-name view and confirm the Undo last auto-assignment action is available.
3. Click Undo last auto-assignment and review the number of rooms that will be restored.
4. Check the notice for rooms where work has already started; those rooms stay unchanged.
5. Confirm the undo, then review the room list and each staff member's assignments.

Undo is available for the latest eligible Auto Assign run. A manual assignment change, a historical date, offline HOME, or a section view can make the action unavailable. If a room's work has started, HOME leaves that room unchanged.

Import Soraso Room Statuses

Use a Soraso room-status spreadsheet to update room occupancy and housekeeping status in the current room assignment date.

Before the first import, an Employee administrator must configure the PMS template:

1. Go to HOME -> Room Assignments Config.
2. Select Soraso from PMS Selection.
3. Click Save.

To import a report:

1. Open HOME -> Room Assignment for today.
2. Click Upload.
3. Use the Soraso spreadsheet's first worksheet.
4. Confirm the report contains room number, room type, and a supported status in each room block.
5. Review the updated room assignment list after the upload completes.

Soraso reports can provide these statuses: OC, OD, VC, VD, OO, OI, and OS. HOME applies them as follows:

Soraso status	HOME result
OC	Occupied and Clean
OD	Occupied and Dirty
VC	Vacant and Clean
VD	Vacant and Dirty
OO	Vacant and Out Of Order
OI	Vacant and Out of Inventory
OS	Vacant and Out Of Service

The upload is available when the property is online and the selected assignment date is today. If the report is rejected, check that the first worksheet contains room blocks with a supported status, then try again.

Enable Turndown Assignment Creation

1. Go to HOME -> Room Assignments Config.
2. Enable Enable Turndown Assignment Creation.
3. Set the Turndown Creation Time.
4. Save the room assignment configuration.

The Create Turndown action appears only when the property is online, the selected date is today, and turndown assignment creation is enabled. The configured creation time controls when managers are expected to create the batch.

Adjust Assignments During a Shift

1. Reopen the assignment page.
2. Find the staff member whose workload changed.
3. Move rooms to another staff member or section.
4. Save the update.
5. Confirm both staff members can see the updated work.
6. Check the room history if a stayover room already shows a Full service type.

For an assignment on the current working day, managers can update its job credit even after the room is marked complete. Historical-day assignments remain unavailable for credit changes.

Create Turndown Assignments

Use turndown creation when the property wants to add turndown work for eligible occupied rooms in bulk.

1. Open HOME -> Room Assignment on the current work date.
2. Confirm the property has turndown assignment enabled.
3. Click Create Turndown when the button is available.
4. Review the eligible occupied rooms in the modal.
5. Leave the checked rooms selected, or clear any rooms you do not want to include.
6. Save the turndown assignment batch.
7. Refresh the roster and confirm the new turndown assignments appear.

Turndown creation only appears when the property is online, the selected date is today, and turndown assignment is enabled. Rooms that already have turndown are skipped in the selection list.

Review Assignment Configuration

Use assignment configuration before go-live or when the property changes how rooms are distributed.

1. Go to HOME -> Room Assignments Config.
2. Review assignment behavior and service type configuration.
3. Confirm service types match the housekeeping team's real shift workflow.
4. Save changes before managers create the next assignment.
5. Ask staff to refresh their room attendant view after configuration changes.

To use Follow section preferences, configure preferred staff for the relevant sections before running Auto Assign. When a section has several preferred staff members, HOME uses their configured priority order. If no selected staff member is preferred for a room's section, Auto Assign leaves that room unassigned.

Staff Room Attendant Flow

Staff use the room attendant flow to work from assigned rooms.

1. Staff open their room attendant page.
2. Staff search or scroll to the assigned room.
3. Staff open the room card and update room or task status as work progresses.
4. Staff use notifications to follow assignment or task changes.
5. If a failed update prompt appears, staff should reconnect and retry.

The assignment summary shows shift progress such as completed rooms, total rooms, completed credits, total credits, service reject, and do-not-disturb counts. Staff can use See details to review the summary during the shift.

When S4 is enabled and configured for the property, completing an assignment sends a completion notification to S4 for standard room work, OOS/OOO work, and Turndown work. This does not change protected room-status behavior in HMS or OPERA.

If the streaming health badge shows a warning, ask staff to keep working only after confirming whether live updates are still flowing. Refresh the room list after connectivity is stable.

If a shift inactivity warning appears, choose Continue shift to keep working. The warning clears after staff successfully complete another action in HOME, and staff can click Start shift again after an automatic end.

When self-reassign is enabled, staff can switch from My Assignments to Others, choose an eligible room, and confirm that they want to take it. Staff should only claim rooms that are available for reassignment and should confirm with a supervisor if the room belongs to another active plan.

Troubleshooting

Staff cannot see assigned rooms

What you see: The manager assigned rooms, but staff cannot see them.

Do this:

1. Confirm the staff member is logged into the correct property.
2. Confirm the assignment was saved.
3. Confirm the staff role allows room assignment work.
4. Confirm the staff member is viewing My Assignments if self-reassign is enabled.
5. Ask the staff member to refresh or log in again.

Staff cannot update room status

What you see: The room card opens, but the update does not save.

Do this:

1. Confirm the staff member is online.
2. Ask the staff member to retry after the failed update prompt clears.
3. Check whether the room belongs to the staff member's current assignment.
4. Ask a manager to review the room status queue if updates were queued.

S4 does not receive an assignment completion

What you see: An assignment is complete in HOME, but S4 does not show the completion.

Do this:

1. Confirm the assignment is marked complete in the staff room attendant flow.
2. Confirm the property has S4 enabled and configured.
3. Contact support with the property, room, work type, and completion time if S4 still has no update.

Save fails with a network error

What you see: A network error modal appears when a save does not complete.

Do this:

1. Copy the details or download the diagnostic report for support.
2. Confirm the browser is online, then retry the save.
3. Share the reference ID with support if the same failure repeats.

Auto Assign is unavailable

What you see: The Auto Assign control is disabled and shows a reason.

Do this:

1. If the message says Auto Assign is unavailable while offline, reconnect HOME and try again.
2. If the message says it is available only for today, select today's work date.
3. If the message says to switch to By Staff Name, leave the section view before running Auto Assign.
4. If the message says to add staff, click Add Staff and select the staff who should receive rooms.
5. If the message says room-status options are unavailable, check the connection and retry after the options load. If no eligible rooms are available, review room status, occupancy, and the active filters.

If a required status is missing from Room statuses, ask an administrator to open Configuration -> Assignment, enable the required Dirty, Clean, or Inspected row, and reopen Auto Assign.

Create Turndown button is missing

What you see: Managers do not see the turndown action on the room assignment page.

Do this:

1. Confirm the property uses turndown service.
2. Confirm turndown assignment is enabled in the room assignment configuration.
3. Confirm the selected date is today.
4. Wait until the configured turndown creation time has passed.
5. Refresh the page and check again.

Undo is unavailable

What you see: The Undo last auto-assignment action is not shown after Auto Assign.

Do this:

1. Confirm the selected work date is today and HOME is online.
2. Switch from a section view to the staff-name view.
3. Check whether a manual assignment change replaced the latest Auto Assign run.
4. Confirm that at least one unstarted room from the latest run is still eligible to restore.

Related Guides

• Roles and Access
• Manage the Room Status Queue