Automatically Approve Shift Claims

It’s never good when a shift is cancelled, either because a client has filled the shift, or because a staff member cannot make it. With this automation you can notify the correct person, update the shift details and calendars as well.

Why Automate It?

Cancellations can occur and anytime and often require each relevant team member to be updated. Forgetting to send the message in a timely manner can harm your brand reputation. This ultimately will negatively effect both your client and employee retention.

What’s in it

This automation will create a new field on the shift for cancellation type tracking, and add automations to notify teammates and even clients when cancellations are recorded.

A simple although powerful automation to remind an employee of an upcoming shift. Effective at reducing no shows and late clock ins, which can have dramatic benefits to labor costs, staffing efficiency and even retention.

Why Automate It?

No manager or scheduler wants to be asking “where is my team?” when they should have already showed up. Make it easy for your staff to follow through on the schedule and arrive on time for all shifts with a simple reminder. This reminder is an hour before the shift is scheduled to start but feel free to play around with the timing to maximize the effect for your team.

Setting it Up

A very basic automation, that benefits from a few simple best practices. This automation is triggered anytime a shift is scheduled to start. Then with a timing modifier of 60 minutes before and a few conditions to make sure we don’t send messages we don’t need to. We will want a condition to make sure the shift is assigned, and published, and any other qualifications that you may have customized on your account. Keep in mind we only want these notifications to go out for confirmed shifts, that the employee needs to show up for, so filtering out drafts or cancelled shifts is an important step.

Finally the message can be delivered via text message (SMS), email or in-app with a push notification. You can decide how loud you want this message to be and configure the content of the message with the correct sense of urgency you want to convey.

Reduce overhead and let your schedulers and internal staff focus on creating efficient plans that don’t require last minute changes due to call outs or tardiness. Creating valuable reminders for your staff not only helps keep your operations running smoothly, but also avoids unneeded friction between your management and staff. These situations can result in lower retention, and performance, but are easily avoided with simple enhancements to your communication that make it easier for your staff to deliver on your plan.