Shift Swaps & Open Shifts

22 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

  Pick Up Open Shift inside the swap modal:

• How to Approve an Open Shift Claim — Live Eligibility Card

  When a staff member claims an Open Shift, review and approve from Shift Deck Approvals or the Living Roster Open Shifts pane — both show the Live Eligibility fortnight hours impact before you assign.

• How to Approve Shift Swaps and Open Shift Requests (Roster Builder)

  Review and approve shift swaps from Shift Deck Approvals or the Living Roster Shift Swaps pane — both show fortnight hours impact before you assign.

• 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)

• IRIS Auto-Approve — What Staff Should Expect

  When your organisation has IRIS Auto-Approve enabled, some open shift claims and accepted swaps may complete instantly — and some will still need manager review.

• My Opportunities on the Living Roster (Staff View)

  Toggle My Opportunities on The Living Roster Staff tab to see eligible open shifts, open swap offers, and your pending requests in one place — then act from a unified Opportunity modal with fortnight impact and IRIS warnings.

• 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

  When IRIS Auto-Approve is enabled (Org Admin → Add-ons), accepted swaps may auto-complete without manual approval — but only when all strict-clean conditions pass.

• Swap Eligibility Rules and Why Swaps Get Rejected

  The system automatically checks several rules before allowing a swap:

• Understanding Swap and Open Shift Statuses

  Your roster builder may use Generate with IRIS or Fill Gaps to staff open vacancies. When that happens:

• 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...

• Why the Swap Modal Only Shows One Fortnight at a Time

  The Direct Swap and Pick Up Open Shift tabs load candidates one fortnight at a time, starting with the fortnight of the shift you're swapping.