Shift drop allows employees the opportunity to drop a shift that they no longer can or want to work.

In this article, we'll cover the following on Shift drop in Schedule Xpress:

Locating Drop shift

Drop shift setup

Enabling Shift drop for employees

Managing Shift drops in Requests

Your Drop shift setup is located in your Schedule Xpress Settings, under Settings > Branch features > Shift options > Drop shift.

You can set up your Drop shift option within your Shift options. First, you'll need to ensure the Employees can drop shift flag is set to Yes.

You can set a Drop shift deadline to prevent employees from dropping shifts at the last minute. Once the deadline is reached, the employee will no longer be able to drop their shift. The options are:

Your Drop shift options allow you to determine how your platform responds to a shift being dropped. Your options include:

The final section of the Drop shift setup is Notifications. You can choose:

If check marked, the Scheduler and employee will be alerted via email.

Once you've completed your Drop shift setup, you'll need to ensure that employees have the option to drop shifts from within their Team Xpress app. You can enable this option by check marking it in their Employee access group.

The option to enable Shift drop is under Shift options and field visibility, as can be seen in the image below.

This option will appear in their Team Xpress app, as below.

If you've check marked Approval required to drop shift and/or Create time off records for this shift in your Drop shift options, then you'll be able to manage these in your Requests in Schedule Xpress.

Ensure you choose your Request type as Shift drop so you're reviewing Shift drop requests only.

If you've check marked Approval required to drop shift in your Drop shift options, then you will be able to decide whether to Approve or Decline the Shift drop request.

Check mark a request and head to the top-right corner to either Approve or Decline. If you Approve it, your system will make the shift Open and create a time off record for the employee (if check marked in Drop shift options). If you Decline it, the employee will need to work the shift.

Once Approved, Shift drop Status(es) will be marked as Success.

If you've check marked Create time off record for this shift in your Drop shift options, the system will generate a time off record once Approved.

You can setup the Time off request type and Time off status in Drop shift options.

You'll notice a time off record will be created in place of the shift. You can see these in your Employee Availability and Time Off layout filters.

For more information on Drop shift, please Contact Support now!