Finding a Replacement for a Shift

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Overview

If your employee can’t make it to their shift, you can find a replacement to quickly find another employee who can work the shift. The first employee to accept the shift will be automatically assigned the shift to their schedule. You can find replacements from the Dashboard or the Scheduler.

You can also find a replacement from your iPhone or Android phone.

From the Dashboard

Note

The Dashboard displays shifts that take place in the next 12 hours. If you need to find a replacement for a shift that takes place more than 12 hours in the future, follow our steps to find a replacement from the Scheduler.

  1. Go to the Dashboard.
  2. Under Today’s Schedule, click Gear next to the shift for which you need to find a replacement.Today's Schedule
  3. Click Find Replacement.
  4. Select the employees you’d like to be able to pick the shift up, then click Initiate Shift Alert. Only qualified employees who aren’t already scheduled for a shift show as replacement options. If an employee accepts the shift, it’s automatically reassigned.

After initiating the Shift Alert, employees are sent an email letting them know the shift is available. Shifts with pending Shift Alerts are highlighted in orange with diagonal lines running through them in the Today’s Schedule widget.Pending Shift Alert

From the Scheduler

  1. Go to the Scheduler.
  2. Hover your cursor over the shift for which you need to find a replacement, click More button, then click Find Replacement.More options
  3. Select the employees you’d like to be able to pick the shift up, then click Initiate Shift Alert. Only qualified employees who aren’t already scheduled for a shift show as replacement options. If an employee accepts the shift, it’s automatically reassigned.Initiate Shift Alert

After initiating the Shift Alert, employees are sent an email letting them know the shift is available. If you click to edit the shift after a Shift Alert has been initiated, click View Alert at the bottom of the window to view the Shift Alert details.View Alert button

Updated on July 26, 2018

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