View or release/transfer shift

1. Log in to the Lessor Workforce app, tap the hamburger menu button, and then select the Planned tab.

   

2. Next, tap either Calendar or List view.

   The Calendar view gives you an overview of the entire month, and the List view gives you an overview in list form.

   

   You are now viewing this month's shift schedule.

   For the calendar overview, the following applies:

   • Your scheduled shifts are marked with a horizontal colored line (the color is determined by the group).

   • Available shifts are marked with a dotted green line around the shift.

   • Your absence will be displayed in a light orange box.

     

   This applies to the List Overview:

   

   • My Shifts shows the scheduled shifts for the selected month. In this example, October is shown.

   • Available shifts shows the available shifts for the current month. In this case, only the available shifts for October are displayed.

   • My Absence shows your absences for the selected month.

1. Find the shift you want to release or transfer. To do this, tap the hamburger menu and select the Planned tab.

   Note

   If permission #2000 is enabled in your permissions profile, you can release your shifts. 

   

2. Now tap the shift you want to release or transfer.

   

3. Now press Release.

   

4. If necessary, attach a note to the release. When you're finished, click Release.

   

5. The shift has now been released (marked with an F on the shift schedule).

   Caution

   You're still on duty until one of your coworkers offers to take over the released shift.

   Your coworkers will find your shift listed among their available shifts.

   

6. If you would instead like to request that a shift be assigned to a specific coworker , tap Transfer.

   Caution

   Requires activation of system configuration 5.20.

   

7. Select the coworker to whom the shift is to be handed over.

   

8. The coworker to whom you have transferred your shift must now approve the transfer via his or her app. 

   Here, the user is logged in as the colleague to whom the shift has been handed over.

   

   The shifts you've transferred to your coworker will also appear under the Available Shifts tab in the app.

   
   

   Caution

   If your coworker chooses to accept the transfer of your shift, it will be sent to your manager for approval.

9. If you tap the shift you have assigned, you can also cancel the assignment request here.

   

   You have now successfully transferred or released one of your shifts.

1. Log in to the browser version and click the All shifts tab.

   

2. Tap My Shifts.

   Note

   Once you've clicked the Shift Overview tab, you can, as shown below, view other overview tabs—such as available shifts—and get a comprehensive overview of your shifts in the weekly, daily, or period overview. 

   

   You have now successfully accessed your shifts via the browser version. 

When you click on one of your upcoming shifts, you'll be able to either release it, transfer it, or request a shift change.

1. Log in to the browser version and click the All shifts tab.

   

2. Select a scheduled shift in the future.

   You can now see the options available to you for releasing the shift or requesting a shift transfer, based on your permissions profile and the base's system configuration.

   

3. Now check the Release box to request that your shift be released, and then click Save.

   

   Your shift status will now change from OK to Released.

   

4. If you instead would like to request that a shift be assigned to a specific coworker, check the box next to Transfer.

   Caution

   Requires activation of system configuration 5.20.

   

5. Next, tap None and then select the coworker to whom you want to transfer the shift.

   Finish by clicking Save.

   Caution

   You can only select a coworker from the list who does not already have a shift scheduled for the same event, does not violate any working hours policy, and possesses the necessary skills to cover the shift. 

   

6. Once you have assigned a shift to another colleague, only the employee to whom the shift was assigned can request that shift when shifts are available . 

   Note

   Once your coworker has requested a shift swap, the request is submitted to a manager for approval. Once approved, the swap can be processed in the opposite direction, so that the shifts are ultimately swapped.