Effective dates for attribute changes – Assembled

Plans and permissions:

Schedule, edit, cancel, or upload attribute changes: Admin or Manager role, or a custom role with Manage team set to Create, edit, or delete any person or Create, edit, or delete certain people
Create, edit, or delete certain people covers only people with the roles chosen for it, and restricted sites limit it to people in your sites.

Early access (Alpha): Team effective dates are in early access, so they may still change, and we’d love your feedback. If you don’t see them, an admin can request access from Configure > Early access and send feedback from the same page. See Early access features.

Use effective dates to schedule changes to a person’s site, teams, channels, queues, and skills ahead of time, such as a move to a new team next month. Assembled applies each change on the day you choose, and keeps a record of the person’s earlier attributes, so reports and schedules reflect the attributes people had at the time.

To schedule a change, go to Manage team > People management.

How effective dates work

An effective date is the day a change takes effect. It’s different from the change date, which is the day someone made the edit.
Change starts is the day the change applies. Changes apply at midnight in each person’s own time zone, or in your company’s default time zone if the person doesn’t have one. If the start date has already begun where the person is, the change applies right away.
Change ends is optional. It’s the day the person goes back to their earlier value, so the change’s last day is the day before. It has to be after Change starts. Leave it as Not set for a change that stays in place.
When you change an attribute directly on a person’s profile, the change applies from today until that attribute’s next scheduled change, which is kept.
Past values are kept as history instead of being overwritten. Dated history starts when effective dates are turned on for your company, and people’s assignments at that point are treated as their earlier values.
Turning Staffable agent on or off in Assembled applies from the start of today in the person’s time zone, and can’t be scheduled. A CSV upload can set a date for it.
Because changes apply at each person’s local midnight, a daily report viewed in a different time zone may group the day of a change differently.

Keep in mind: Scheduling a change doesn’t update schedules you’ve already generated. If you schedule a change for a period you’ve already generated, generate schedules for that period again.

Schedule a change for one person

Go to Manage team > People management and select the person.
Next to the attribute you want to change (site, teams, channels, queues, or skills), select the calendar button. Channels, queues, and skills are available once Staffable agent is on.
Under Change type, choose Add, Replace existing, or Remove existing. For a site, Add works only if the person has no site on the start date.
Select the values to add, replace, or remove.
Set Change starts. If the change should end, set Change ends.
Select Schedule change.

The scheduled change appears on the person’s profile, with the date it takes effect.

Schedule a change for several people

Go to Manage team > People management and select the checkboxes next to the people you want to update.
Select Change attributes.
Choose an Action (Add, Replace existing, or Remove existing) and the Attribute you want to change.
Select the values.
To apply the change now, select Save changes. To schedule it, select Schedule a change, set Change starts (it defaults to today) and, optionally, Change ends, then select Save changes.

The dialog shows how many people will change. People without an agent record are skipped, and so are people who don’t have a value you’re removing. If someone already has the value you’re adding, nothing is recorded for them.

The Change attributes dialog, with Action, Attribute, the new teams, Change starts, and Change ends

Find upcoming changes

On People management, a clock icon on a Site, Teams, Channels, Queues, or Skills cell means the person has a change in the next 31 days. Hover over the icon to see what changes and when, such as “Changing to New York City on Nov 30, 2026.” If the change has an end date, the tooltip also says when the person reverts. The icon shows only the next change for each attribute.

A clock icon next to a person’s site, with a tooltip showing the new site and the date it takes effect

To see only the people with recent or upcoming changes, add the Recent changes filter and choose a window, such as Next 30 days, Next 6 months, or Last 3 months. A person’s profile lists all their upcoming changes.

Edit or cancel a scheduled change

On People management, hover over the change’s clock icon.
Select the pencil button.
Change the values or dates and select Save change, or select Remove scheduled change to cancel the change.

You can also edit a scheduled change from the person’s profile, or from its row on the Changes page. On the Changes page, you can edit upcoming changes only, and never changes to Staffable agent.

Review the history of changes

On People management, select View changes. The Changes page lists every change, past and upcoming, with one row per attribute per person.

Column	What it shows
Person	Who the change is for.
Change	The old and new values. When a person has many queues or skills, the row shows a count, such as 3 → 7. Hover over it to see the full lists.
Effective dates	When the change takes, or took, effect. A change with an end date shows a range that ends the day before it.
Change date	When the change was made.
Changed by	Who made the change, or how it was made, such as CSV upload or API.

The Changes page, listing past and upcoming changes with one row per attribute per person

To export the list, select Download CSV.

Upload scheduled changes from a CSV file

Each row in the file sets a person’s attributes from its Effective start date. A person can have more than one row, each with a different date. See CSV file columns.

Important: Each row replaces the attributes in the columns you map from its date onward, including later scheduled changes to them. A row with a date in the past changes the person’s history from that date. Assembled asks you to confirm before it uploads rows dated before today.

On People management, select the arrow at the top right of the page, then select Upload assignments.
Choose your file. To start from an example, select CSV template.
Under Assign fields to columns, match your file’s columns to the attributes. You need Email or Imported ID, and at least one attribute.
Select Upload. If any rows are dated before today, select Upload anyway to confirm.

Upload results shows what changed. Select Done to close it.

Keep in mind: A CSV file sets a start date only. To end a change on a specific day, edit the change in Assembled after you upload the file.

CSV file columns

The supported columns are Email, Imported ID, Effective start, Channels, Site, Queues, Secondary queues, Teams, Skills, and Staffable.

Enter Effective start as YYYY-MM-DD. Rows without one take effect today.
Separate more than one value with |, such as Billing|Refunds. Site takes one value.
A blank cell in a column you map clears that attribute. Staffable can’t be blank: enter yes or no.
Columns you don’t map aren’t changed.
If any row has an error, such as a date in the wrong format, an unknown person or value, or the same person twice with the same date, nothing in the file is uploaded.

Common issues

“This person has no agent record. Run the People import with Staffable set first.”: The person has never been staffable in Assembled. Turn on Staffable agent on their profile, then upload again. Everyone else in the file is still updated.