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

How to Approve Swaps & Open Shift Requests (Roster Builder)

1. Go to Shift Deck (Sidebar → Shift Deck)
2. Click the Approvals tab (shows a badge with pending count)
3. Review each item:
   • Shift swaps: Staff involved, shifts being exchanged, compliance warnings
   • Open shift requests: Staff requesting a vacant shift, qualification match, compliance flags
4. Click Approve or Reject
5. For out-of-qualification requests, you must tick the acknowledgement checkbox before approving

Reading the Fortnight hours impact bar on each card:

• For vacancy fills and open-swap offers, you'll see one bar — the affected staff member's projected fortnight hours.
• For direct swaps that straddle two fortnights, the card shows two bars: one per affected fortnight, labelled gain (the fortnight a shift is being added) and loss (the fortnight a shift is being removed). Cross-fortnight swaps that look fine in one half can still under-roster the other half — both bars matter.
• Same bar appears in the staff swap modal, so staff and admins are looking at identical numbers.
• Over-max or under-min are warnings, not blocks — your call to approve.

Other approval locations:

• Vacancy Management Panel on The Living Roster — bulk approve/decline open shift requests
• Instant Swap — drag assignments between staff directly on The Living Roster