Shift confirmation is a requirement for staff to accept the shift requests that they have been assigned. When assigning shifts to staff you can have them confirm these shifts to acknowledge that they have seen the shift and are able to do it.
Turn the relevant settings ON
1. To start using this function you will firstly need to go the System Settings -> Scheduling Settings and turn ON the following setting 'Staff Confirmation Required For New Shift'.
2. As this is a site specific setting you will also need to go to the site's profile that you wish to use it for and turn the same setting ON there as well as seen below.
How to send a shift request?
Sending a shift request works exactly the same as assigning a regular shift to a staff member, the only difference is that on assigning a shift to a staff member it will automatically change to a yellow colour instead of the normal position colour to indicate the 'waiting status'. This means you have sent a request to a staff member to cover a shift and they have yet to accept it.
Once the staff has accepted the shifts they will turn into the normal position colour as chosen in the settings to indicate that these shifts are confirmed and no further action needs to be taken with them.
Shifts waiting for confirmation
You can either wait for the staff member to confirm it or you can confirm it yourself (for example if the employee wishes to accept the shift but doesn't have access to a computer or mobile application at the moment) by right-clicking on the shift and choosing 'Confirm'. The shift will then turn into a normal position colour.
Please note! Requiring staff to confirm the shifts is optional and depends on whether the setting 'Staff confirmation required for new shift' is switched on in the Scheduling Settings.
How does it work for staff?
When you send a shift request for staff they will be notified by a push notification on the app, email or SMS saying 'You have a new shift waiting for your confirmation'.
Next, if the staff opens the app from the Pending tab they will be able to see the shift request there and accept or reject these. On iOS app the pending shift requests would look as follows:
On the desktop the shifts waiting for confirmation are displayed in a yellow colour as well, they can be confirmed when to left-click on them.
Read more about different Shift Statuses
Back to Schedule menu