Automatically Approve Shift Claims

Automatically Approve Shift Claims

At A Glance

Automatically approve some or all shift claims with this automation. Using conditions you can decide which types of shifts or for which employees shifts get automatically approved, while still requiring manager approval for the rest



Why Automate It?

Often times being the fastest and most efficient is what endears your employees and clients to your brand. With automations like this one, processes that are well defined can be automation to ensure you are faster than the competition, while still having the oversight needed for scenarios where the automation does not have enough data to be able to automatically approve the shift.



Workflow template
Call Center
Field Services
Fitness & Recreation
Food & Beverage
Manufacturing & Facilities
Use Cases
Time Tracking
Automation breakdown




Recipe Script

You can modify and copy and paste this script into your teambridge account to activate this automation.


  • When a shift is claimed



  • [[ define your policy ]]



  • Approve Shift Claim

Best Practices

With any monetary incentive, experimentation is crucial. Too high an incentive could result in a negative impact on the bottom line, while too low an incentive could have no impact at all.

You’ll also want to avoid making your policies too obvious. If you team understands how your incentive structures work, they may seek to gamify the policy and hold out, to only claim shifts with incentives. For this reason it is good to use the “surge” shift sparingly or only for shifts you tag as high priority.

Activate Automatic Shift Claim Approval automation

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Related templates

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.