Unbooking

  1. Unbooking individual staff from multiple shifts on one job
  2. Unbooking shifts as Sick Leave
  3. Unbooking shifts as Annual Leave

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 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':

Unbooking shifts as Sick Leave

  • If you are unbooking staff due to sickness the first option will be available to select, and also tells you how many hours this person has taken of sick in the last 28 weeks
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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 sick leave
    • You can now:
      • Add the start and stop time of the shift that is being taken as Sick 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 on 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 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 additional notes to be logged with this removal
  • These unbooked shifts will remain booked with the staffer tagged as sick leave and will contribute to sick leave reports.

Statutory Sick Pay post April 6th 2026

The system will monitor for staff who qualify for SSP and send notifications accordingly, and can be monitored via the new SSP reports page.

Unbooking shifts as Annual Leave

  • 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:
    ​​​​​​
    • 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 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
        • This is important to log accurately, as this can affect whether staff will qualify for SSP or not for this shift
      • Add any additional notes to be logged with this removal