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Locking and Approving Shifts

How to lock and approve a completed shift

Jemma Ive avatar
Written by Jemma Ive
Updated over 2 weeks ago

Open your Shift Approval action list

  1. Go to the Shift Approvals tab in the main menu.

  2. At the top of the page you’ll see the Shift approval action list – this is your action/to-do list and shows all shifts that need approval.

Review and approve a shift

  1. In the action list, click View next to the shift you want to review.

  2. On the Shift page you can:

    • Check that the shift details are correct.

    • Add days or edit days if required.

    • When you’re happy, click Lock and Approve.

After the shift has been locked and approved, it will display a green Shift approved banner.

**Once a shift is locked and approved, it can no longer be edited.**

Viewing pending, submitted and approved shifts

You can view the status of your shifts using the panel at the bottom of the Shift Approvals page. This lets you see:

  • Pending shifts

  • Submitted shifts

  • Approved shifts

Use the date picker or date range selector to filter and view past weeks.

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