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IRIS Auto-Approve — What Staff Should Expect

Some organisations enable IRIS Auto-Approve — a paid add-on that can approve open shift claims and accepted shift swaps automatically when they pass strict eligibility checks. Leave requests are never auto-approved.

Your roster builder or admin configures whether this is on for your organisation.

When your open shift claim may auto-approve

After you click Claim on an open shift:

OutcomeWhat you see
Instant approvalThe shift is assigned — you may get a notification immediately, or it may appear as a DRAFT shift until the roster is published (org setting)
Still pendingYour claim waits in the manager's approval queue — common when there are eligibility conflicts, leave on that date, or the shift is outside configured time windows

Strict-clean means IRIS only auto-approves when there are no compliance warnings — rest, hours, craft, scope, overlap, or leave issues all send the claim to manual review.

When your swap may auto-complete

After both parties accept (or the poster selects your offer on an open swap):

  • If strict-clean checks pass and your org has swap auto-approve on, the swap may complete without waiting in Shift Deck → Approvals
  • If anything fails the checks, your roster builder must approve manually — same as before

Swap minimum notice (when you first request a swap) is separate from when IRIS may auto-approve an already-accepted swap.

Why your request might stay manual

Common reasons IRIS does not auto-approve:

  • You have leave (pending or approved) on that date
  • A rest, hours, or overlap issue would appear on the Live Eligibility card
  • You don't hold a required craft group or scope
  • The shift is too soon or too far ahead for your org's auto-approve window
  • Your stream, craft group, or your name is on an exclusions list
  • Linked release claims (releasing another shift to take this one) are always reviewed by a manager
  • Another person claimed the same single-slot shift first (queue order)

None of these mean your request was rejected — it just needs a human review.

IRIS Auto-Approved badge

When IRIS auto-approves, assignments may show an IRIS badge on My Shifts and the Living Roster after publish. Managers can still see the full audit trail.

What to ask IRIS

You can ask IRIS in chat:

  • "Why is my open shift claim still pending?"
  • "How do open shifts work?"
  • "How do shift swaps get approved?"

IRIS will walk you through the steps for your role. It cannot change approval settings — contact your roster builder or admin if you think auto-approve should be enabled.

Related guides

For roster builders: Swap Auto-Approval Rules. For admins: IRIS Auto-Approve setup.

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