Open shifts and switching

Open shifts people take themselves, giving a shift away, switching with a colleague, and approving requests in To approve.

Open shifts and switching are on Standard and above.

Open shifts

An open shift has nobody on it yet. Add one on the board without a person, use Make open shift from a shift's menu, or let Staff by sales hour make them.

When you publish, people with a sign-in who can do the role are told. In Open shifts they see the open shifts for their roles and tap Take it. Untick People with the role may take it on a shift to keep it for planners.

Give a shift away

In My shifts, a person chooses Give away on an upcoming shift and clicks Offer it. Colleagues who can do it see it under Given away by colleagues in Open shifts. Until someone takes it, the shift stays theirs.

Switch with a colleague

In My shifts, Switch asks a colleague: choose who, and which of their shifts you work instead, then Ask to switch. The colleague sees it under Asked to switch with you in Open shifts and says yes or no.

Offers that nobody took end when the shift starts.

Approving

In Settings > Preferences, under What waits for a planner:

Waiting requests are listed in To approve, with a count in the menu. Approve or Reject; the people involved are told. You also see if someone already has a shift at that time. Planners get one reminder at 9 in the morning while requests wait.