Schedule Mobile: Replacement Requests

In this guide you'll learn

• How to request a replacement for a shift you cannot complete
• How to accept a replacement request from another user
• The difference between no-approval and admin-approval replacements
• How shifts appear in your schedule after you claim or replace them

If you need someone else to cover your shift, you can submit a replacement request before the shift’s start time. Other users can then accept this replacement, and administrators may need to approve the change, depending on your schedule settings.

Make a Replacement Request

You can request someone else to fill in if you have a shift but later can’t work it. You can only have one active replacement request for a shift at a time.

1. Open the Schedule from the footer menu.

   • Or use the Upcoming Shifts section or dashboard sliders.
   
   
   

2. Tap on your shift to open Shift Details.

3. Tap the “+” button and select “Replacement request.”

4. Choose the user(s) who could take over your shift.

• The list is filtered by users with the same role as the shift.

5. Submit your request to those users.

• They’ll see the shift request on their end.

6. Wait for a user to accept or decline.

• You’ll get a notification when your request is resolved.

Accepting a Replacement Request Without Approval

If your organization’s settings do not require admin approval:

1. Open the Schedule in the footer menu.

• You can see the user who requests the replacement, shift start hour, duration, name, role, and location.

2. Approve or Decline:

• Tap “Accept” or “Decline.”

3. If accepted, the shift appears in your planner as an “Accepted shift.”

Accepting a Replacement Request With Approval

If administrator approval is enabled, you can still accept the replacement, but an admin must approve the final change.

1. Open the Schedule → “Replacement request.”

2. Review the details (user, shift time, location, etc.).

3. Approve or Decline the request.

4. Admin must finalize:

• Once the admin approves, the shift shows up in your planner as Accepted.
• If declined, you’ll get a notification and the request disappears.

Key Takeaways

• Replacement requests can only be made before the shift start time.
• You can send a replacement request if you can’t work your shift.
• Another user can accept or decline that request; or if enabled, an admin must approve the final action.
• Once approved and accepted, the shift moves from your schedule to the accepting user’s schedule.