Open Shifts and Replacements
The Open Shifts tool allows you to offer available work shifts to qualified employees. It is the perfect solution for managing last-minute staffing needs or planning replacements.
Initial Setup
Before you begin, ensure the option is enabled in your profile:
- Click on your Name (top right) to open your Preferences.
- Go to the Others tab,
- Check the box: Display Shifts to Fill.
Understanding Request Types
- Open Shift: A new shift created to meet a staffing need. It is offered to all employees with the required position.
- Missing Shift: A shift that was already assigned to an employee who can no longer work. You then send a replacement request.
Visibility: The open shift will remain active in the system until 24 hours after the scheduled shift date. After this time, it will be automatically hidden.
How to Create and Send a Request
Option 1: Via Schedule by Position (Quick Method)
- Go to the Schedule by Position view.
- Find the last row labeled Open Shifts.
- Enter the shift details directly on this row for the desired date.
- Click Save.
The system will automatically notify all employees holding that position.
Employees who applies for the shift will be found in the
Messages section of their app.
If you have approved multiple applicants for the same shift, the
system records for the most recent employee only.Option 2: Via an Existing Shift (Missing Shift)
Use this option if a scheduled employee is suddenly unavailable.
- Open the specific work shift of the absent employee.
- Click the Missing Shift button (bottom right).
- The details are pre-filled. Select the recipients (potential replacements).
- Click Save and Send.
The system will automatically notify all employees holding that position.
Replacements will be found in the
Messages section.
If you have approved multiple applicants for the same shift, the system records for the most recent employee only.
Option 3: Via the Message Center
- Click the Messages icon (top right).
- Click the Open Shift button (bottom right).
- Fill in the shift details and select your recipients.
- Add a Note (e.g., Send date for your personal tracking).
- Click Save and Send.
The system will automatically notify all employees holding that position.
If you accidentally approve multiple applicants for the same shift, the system will only record the assignment for the most recently approved employee.
Approving a Candidate
When an employee volunteers via their mobile app or the web portal, you must validate the assignment:
- Go to the Messages > Open Shifts tab.
- View the list of applicants for each shift.
- Click Approve for the employee of your choice.
If you accidentally approve multiple applicants for the same shift, the system will only record the assignment for the most recently approved employee.
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