If a staff member is unable to fulfill the requirement of an assigned shift, the shift can be requested to be dropped. Like the other request types within your account, the ability to drop shifts must first be enable. Navigate to the Settings (gear icon) - Schedule - Preferences page, and enable the Staff can drop shifts. option.
A Shift Drop request will be sent directly to the staff members Supervisor for approval, or rejection. However, if the staff member does not have a Supervisor assigned via the Profile Details Page, the request will need to be approved / rejected by an Admin level user.
To view, approve, or reject a Shift Drop request, click the Requests tab found in the upper right hand corner of the account, and click the Shift Drop button. If there are pending Shift Drop requests, a counter will be displayed to the left of the Shift Drop text.
The Requests | Shift Drop page will display a list of requests for a one month range, but you can easily adjust this by selecting a starting / ending date range using the calendar fields. Along this same row, any already approved requests, or requests that have been rejected / canceled, can be hidden by clicking the checkboxes to the left of the options seen in the image below.
Below, you will find a list of the columns that are displayed via the Requests | Shift Drop page, and what each column represents. There are 6 columns in total.
- Request Date
- The date that the Shift Drop request was submitted.
- The name of the staff member that submitted the request.
- Shift Details
- The details of the shift requested to be dropped.
- Staff members will be required to write a note when dropping a shift. Hover over the green icon within this column to view the notes that have been entered.
- Managers Note
- If a Shift Drop request has been rejected, a note can be left here explaining why. Hover over the note to read it.
- The status of the request can be viewed here: Pending, Approved, Rejected.
To approve a Shift Drop request, it's as easy as clicking the checkmark button. To reject a Shift Cover request, click the x button. Both buttons can be seen in the images below:
Once a Shift Drop request has been approved, Ximble will automatically move the shift to the Open Shift row of via the Schedule page, and the staff member will be notified that their Shift Drop request has been approved.
Staff members being notified of such approvals / rejections is dependent upon how they have their Notification Preferences page configured from within their Profile Details.
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