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Fill or share an open shift

Assign an open shift to one person, invite staff or agencies to pick it up, or approve a pickup request.

Open the shift

  1. On Dashboard, under Scheduling tasks, click Open shifts, then a shift. Fill Shift opens.

  2. Or on Schedule, click the open shift. Open shift details opens.

Give it to one person

  1. In Fill Shift, click Assign shift, pick a person, and click Assign.

  2. In Open shift details, pick the person from the worker list.

  3. For agency staff, pick them under Agency. To add one, click Add Agency Worker or Add Agency/Temp worker.

Invite your staff

  1. In Fill Shift, click Share shift. Or in Open shift details, click the three dots, then Share shift.

  2. Check the staff to invite. Use Filters to narrow the list. Click Continue.

  3. Optional: turn on Include an incentive or Include a message. Click Continue.

  4. Check the Invite preview, then click Save and send.

Send it to an agency

  1. In Share open shift, click the Agency tab.

  2. Check the agencies and click Send Invite.

Approve a request

  1. If staff asked for the shift, click Shift requests, pick one, and click Approve.

Good to know: Post a draft shift before you share it. Incentives aren't paid automatically. Add them in payroll.

Common questions

Can I use Working and Not working together?

No. Under Scheduled that day, pick one.

Why don't I see the Agency tab?

It shows only if agency sharing is on for your community and your role can share shifts and manage agencies.

Still stuck?

Email [email protected], or chat with us: in the web app click Support; in the phone app tap Contact Us. Include the community and the shift date.

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