Shift Swaps & Open Shifts
19 guides in this category.
Bulk Approving and Declining Open Shift Requests
The Approvals tab on the Shift Deck now supports faster bulk actions for managing multiple open shift requests and swap approvals.
Direct Swap vs Open Swap vs Open Shift – Which to Use
How to Approve an Open Shift Claim — Live Eligibility Card
When a staff member claims an Open Shift you broadcast, the claim lands in your Approvals queue.
How to Approve Shift Swaps and Open Shift Requests (Roster Builder)
1. Go to Shift Deck (Sidebar → Shift Deck)
How to Broadcast an Open Shift (Manager Workflow)
An Open Shift is a vacancy you broadcast to eligible staff so they can claim it. Use it for last-minute gaps, optional overtime / pickup, and pre-planned cov...
How to Cancel a Swap or Withdraw an Offer
1. Go to Shift Deck (Sidebar → Shift Deck)
How to Post an Open Shift Swap
If you can't work a shift and don't have a specific person to swap with:
How to Request a Direct Shift Swap
1. Go to My Shifts (Sidebar → My Shifts)
How to Request an Open Shift (Pick Up a Vacant Shift)
Open shifts are vacant shifts that need to be filled. You can browse and request them from the Shift Deck or My Shifts calendar.
How to Respond to a Swap Request
When someone requests a direct swap with you:
How to Track Your Open Shift Requests
1. Go to Shift Deck (Sidebar → Shift Deck)
How to View Your Swap History
1. Go to Shift Deck (Sidebar → Shift Deck)
Open Shift Requests Are Blocked During Leave
The system now automatically prevents you from requesting an open shift on a date where you have pending or approved leave.
Re-Requesting an Open Shift After Withdrawing or Expiry
If you previously withdrew an open shift request, or if your request expired before being approved, you can request the same shift again — as long as it is s...
Shift Swaps and Open Shifts Overview
There are three ways to manage your shifts through the Shift Deck:
Swap Auto-Approval Rules — When Swaps Skip the Queue
If your org has set up auto-approval (Org Admin → Organization Details → Settings), some swaps may auto-approve and bypass the Approvals queue — but only whe...
Swap Eligibility Rules and Why Swaps Get Rejected
The system automatically checks several rules before allowing a swap:
Understanding Swap and Open Shift Statuses
Where to check: Shift Deck → My Requests tab — swap requests and open shift applications are shown in separate sections.
Vacancy Requests — The Formal Vacancy Lifecycle
A Vacancy Request is a formal record of "I need extra hours of cover for these dates". It's heavier-weight than an Open Shift broadcast because it goes throu...