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Shift Coverage Reference Guide

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Overview

If you’re unable to work one of your shifts you have a few options to get your shift covered:

  • Shift Release – give your shift up to an OpenShift
  • Shift Drop – give your shift to a coworker
  • Shift Swap – trade shifts with a coworker

Each shift coverage option can be enabled or disabled by the manager or account holder, so if you don’t see all of the options it may have been disabled for your workplace.

Considerations

  • Your employer has the option to disable shift swaps, shift drops, and shift releases for your workplace.
  • When you create a swap or drop request, the shift is still your responsibility until it is picked up by one of your coworkers.
  • Your employer has the option to require manager review for shift swap and shift drop requests. This may delay how quickly a shift is offered to your coworkers.
  • You have the option to offer swaps and drops to all eligible users or select specific eligible employees. This may cause discrepancies between the swaps and drops offered to different employees.

Configuration

Each method of shift coverage can be enabled or disabled to help you create the best scheduling experience for you and your employees. You can enable shift coverage and adjust the settings in the Scheduling Settings.Employee shift coverage settings

The following table outlines the settings for shift coverage.

NameAllow Releasing
DescriptionLets employees reassign their shift to an OpenShift.
Additionally, you can enter a number for the amount of time to allow employees to release their shift before the shift start time. Whole number increments are accepted.
NameAllow Dropping
DescriptionLets employees drop their shift for other eligible employees to pick up.
Additionally, you can enter a number for the amount of time to allow employees to drop their shift before the shift start time. Whole number increments are accepted.
NameAllow Swapping
DescriptionLets employees swap their shift with other eligible employees.
Additionally, you can enter a number for the amount of time to allow employees to swap their shift before the shift start time. Whole number increments are accepted.
NameRequire Manager Review for Swaps and Drops
DescriptionRequire approval from managers before a swap or drop can be initiated by an employee.
Name Description
Allow Releasing Lets employees reassign their shift to an OpenShift.
Additionally, you can enter a number for the amount of time to allow employees to release their shift before the shift start time. Whole number increments are accepted.
Allow Dropping Lets employees drop their shift for other eligible employees to pick up.
Additionally, you can enter a number for the amount of time to allow employees to drop their shift before the shift start time. Whole number increments are accepted.
Allow Swapping Lets employees swap their shift with other eligible employees.
Additionally, you can enter a number for the amount of time to allow employees to swap their shift before the shift start time. Whole number increments are accepted.
Require Manager Review for Swaps and Drops Require approval from managers before a swap or drop can be initiated by an employee.

Time restrictions for shift coverage

Empower employees to release, swap, or drop shifts, but place time restrictions on when the shifts can be changed to give you the confidence you’ll have the coverage you need each day.

Each shift coverage action can be enhanced with time restrictions. Use time restrictions to help eliminate last minute shift releases or shift drops.

Coverage OptionAllow Releasing
Default Setting (hours)0
Minimum Setting (hours)0
Maximum Setting (hours)168
Coverage OptionAllow Dropping
Default Setting (hours)0
Minimum Setting (hours)0
Maximum Setting (hours)48
Coverage OptionAllow Swapping
Default Setting (hours)0
Minimum Setting (hours)0
Maximum Setting (hours)48
Coverage Option Default Setting (hours) Minimum Setting (hours) Maximum Setting (hours)
Allow Releasing 0 0 168
Allow Dropping 0 0 48
Allow Swapping 0 0 48

Get your shifts covered

The following articles cover how to get your shifts covered on all platforms.

Updated on July 31, 2020

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