Objective
The objective of this tutorial is to help you understand what how to manually approve or decline requests for parts of a published Open Shift using Humanity's mobile iOS app.
Overview
Access from your: mobile iOS device
Applies to: Admins, Managers, Supervisors, and Schedulers
The Partial Shift Pick-Up feature helps you staff less popular shifts and empowers you to provide more scheduling flexibility for your Employees. Also enabling this feature helps reduce back-and-forth communication and manual schedule changes.
Things to know before you begin:
You must have an Admin/Manager/Supervisor/Scheduler access privilege to approve or reject a Partial Open Shift Request.
Your Humanity Scheduling iOS app needs to be on version 3.8. or newer.
The "Employees can request to pick up a part of an Open Shift" setting needs to be ON, for this Partial Shift Pick-Up functionality to be enabled inside the Humanity app.
The "Employee requests to pick up a part of an Open Shift are automatically approved" setting needs to be OFF, for you to manually manage incoming partial shift requests.
Employees can request parts of the Open Shift from the beginning or end of it, not in the middle.
The "Minimum Shift Duration" dropdown setting can be used to require a minimum duration of the Partial Shift Requests that Employees can submit.
The scenario outlined in this tutorial consists of the following building blocks:
Approve a Partial Open Shift request on iOS
Decline a Partial Open Shift request
Approve a Partial Open Shift request
Step 1: Click on the "Manage" tab from the top panel while in the Shift requests part of the iOS app > Click on the Open Shift you want to manage, as shown on Image 1.
Image 1
Step 2: Here you will see a list of all full-length shift requests, matching partial shift requests, and regular partial shift requests submitted for that Open Shift, as shown in Image 2.
Image 2
Note 1: Full-Length shift requests are always displayed in the submission time order.
Note 2: All partial requests are sorted in an order that represents how well they cover the original Open Shift. When coverage of the requests is the same, they are prioritized by submission time.
Note 3: Partial requests that are compatible (don't overlap) and provide better coverage of the original shift together are automatically combined and presented in a Matching Partial Shift Request category, as shown in Image 3.
Image 3
Step 3: Click on the green Approve tick sign next to the request that you think fits your scheduling needs the best, as shown in Image 4.
Image 4
Note: Matching Partial Shift Requests allow you to save time by spotting the best combination of partial requests and bulk-approving them. You can also bulk decline them.
Step 4: Before finishing the manual partial shift request approval, you will need to pick what to do with the shift leftover time, if you choose to delete those parts of the shift that are not picked up all other pending requests for that shift should be automatically dismissed, as shown in Image 5.
Image 5
Note: Choosing the other option for the leftover time that was not picked up, would result in creating a new Open Shift (with 1 available Open Slot).
Reject a Partial Open Shift request
Step 1: Click on the "Manage" tab from the top panel while in the ShiftPlanning part of the iOS app > Click on the Open Shift you want to manage, as shown on Image 1.
Image 6
Step 2: Here you will see a list of all full-length shift requests, matching partial shift requests, and regular partial shift requests submitted for that Open Shift, as shown in Image 2.
Image 7
Step 3: Click on the red cross next to the option that you think does not fit your scheduling needs to reject those matching partial requests, as shown in Image 8.
Image 8
Note: Before finishing the manual partial shift request rejection you can optionally leave a note to provide details regarding your decision.
Step 4: Click on the Reject in the popup window to confirm that you are declining the request, as shown in Image 9.
Image 9
If you have any further queries, please don't hesitate to reach us at support@humanity.com. Happy Scheduling!