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Vacancy Requests — The Formal Vacancy Lifecycle

Vacancy Requests — The Formal 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 through an approval lifecycle and ties back to budget tracking.

When to use it (vs Open Shift broadcast)

Use Vacancy Request when…Use Open Shift broadcast when…
Pre-planned cover for a specific event (conference, secondment, parental leave)Last-minute sick-call cover
Backfill for an approved leave block you can't cover from existing staffOptional overtime / pickup
Your org's financial controls require a documented vacancy before agency / overtime spendQuick fill where budget is already approved

Where to find it

Two entry points:

  • Living Roster → top bar → Vacancy Management panel
  • Shift Deck → top → + New Vacancy Request

Step-by-step — raise a Vacancy Request

  1. Open the Vacancy Request modal.
  2. Fill in:
    • Stream and shift pattern
    • Dates — single or range
    • Required Craft Group and scopes
    • Reason (free text, required — used in budget reporting)
    • Approver — usually your line manager or operations admin
  3. Submit.

The approver is notified. They can Approve, Reject, or Request changes.

What happens after approval

The vacancy automatically appears in:

  • Vacancy Planning (Level 2) — added to demand
  • Living Roster — empty cell with a 🏷️ vacancy tag
  • Shift Deck — broadcast to eligible staff for claim
  • Cost Monitoring — counted in projected overtime / agency spend

Tips & common mistakes

  • Don't use Vacancy Requests for routine fill — that's what Master Roster + IRIS are for.
  • Be specific in the reason field — it's the audit trail your finance team will read ("Cover for RN Smith parental leave 1 Jun – 30 Aug" beats "extra cover").
  • Pick the right approver. Some orgs route certain craft groups through different approvers (e.g. doctor cover through a senior medical officer).

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