Unbooking

Unbooking individual staff from multiple shifts on one job

Go to the Shifts page which can be accessed from:

• The Dashboard > GO TO > Shifts
  
• The campaign list Shifts button
  

To initiate the unbooking process go to Options > Remove staff from shift:

The following dialogue will open with the following options:

You must now do the following:

• Select the Removal staff from shift email template
  • Select the email template you wish to use to communicate these changes to the staff:
    
    • You can click Add to templates to add another email template. Details for adding email templates: Manage email templates
• Select the shifts that you need to unbook from the list on the left using the toggle switches:
  
• Select one of the options for removal of staff from the shifts
  
  • You can manage these removal reasons in settings: Shift evaluation/removal from shift
• If you allow staff to accrue Holiday Pay the first option will be available to select, and also tells you how many hours this person has accrued:
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  • Upon selecting this option you will be presented with the following:
    
    • Note that in this example the day rate has been changed on the 17/11 shift to reflect the hours being allocated to annual leave
  • You can now:
    • Add the start and stop time of the shift that is being taken as Annual Leave
    • Amend the rates and rate type if required
      • If this is an hourly rate the total will automatically update
      • If this is a day rate you will need to update the rate based upon the hours being allocated
    • Select whether the full shift of remainder of the shift needs to be re-booked
      • If a shift is to be rebooked this shift will appear below telling you that it will be created so it can be rebooked with another staffer
• You can also select from one of your custom reasons for removal:
  
• Upon making a selection to will be prompted to say whether this removal is Acceptable, Neutral or Not Acceptable:
  
• You will then see the following available options:
  
  • Here you can:
    • Decide which shifts do not need to be replaced
    • Make any changes to the shifts that need to be replaced
    • Add the removal timestamp
    • Add any addtional notes to be logged with this removal
• Now press OK to communitcate these changes to the staff:
  
• The next page will let you communicate the changes that are being made to the staff - in this case them being removed from the shift(s). The default template will appear and you can update this template accordingly making sure not to remove any [[tags]]. You can add more 'Remove staff from shift' email templates: Manage email templates.
  • You do not have to inform staff of their removal should the booking be clerical in error and they haven't been send a booking confirmation email as yet, or simply if you have informed them already. In this case press 'skip email':