Managing Shift Visibility with Booking Statuses

You can control the visibility of shifts to staff by using booking statuses. By assigning a specific status to each shift, you determine whether a shift is visible to staff in their Staffarea > My Jobs.

How to Manage Shift Statuses

• Navigate to Settings > Shift Options > Shift Statuses.
• You will see a list of existing shift statuses that can be assigned when booking staff or updated later. For example:
  

Each shift status includes a Booked Status flag that controls its behavior:

• If the shift status is flagged as a Booked Status:
  • Staff are officially booked onto the shift.
  • The shift will appear in the staff member’s Staffarea > My Jobs.
  • If you have enabled Remove booked shifts from the Job Market in Settings > Shift Options, the shift will automatically be removed from the Job Market once it’s allocated this status.
• If the shift status is not flagged as a Booked Status:
  • Staff are provisionally booked or the shift is not finalised for staff viewing.
  • The shift will not appear in Staffarea > My Jobs.
  • The shift will remain visible on the Job Market, allowing other staff to apply, as it is not considered 100% booked.

How to Allocate or Update Shift Statuses

You can assign or update shift statuses in two ways:

• At the time of initial booking:
  When booking staff onto shifts, you can set the shift status.
  See: [Selecting the shifts and sending the booking confirmation email]
• When modifying an existing booking:
  Update the status later via the Jobs > Shifts page.
  See: [Change booking]

Both methods above allow you to change only some or all of the shift to a different status: