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[2023 Version] Shift change request

Main Content

A. Create a shift change request (Details)

  1. For customers using regular shifts (Details)

  2. For customers using split shifts (Details)

B. Track the created shift change request (Details)

  1. Track on the mobile app (Details)

  2. Track on the website (Details)

Please contact the terra team to activate this feature.
In case an employee needs to register for a shift on a day that has not been scheduled or requests to change an already scheduled shift, they can use the system's shift change request function.
*Note: Employees can only submit a shift change request via the mobile app.

A. Create the shift change request

1. For customers using regular shifts 
Steps:
Working Time > Working > Icon image-1723712749210.png on the day you want to request a shift change > Change shift  > Select the shift to be changed > Enter reason > Select approver > Confirmation

image-1732156477432.png               image-1732156487602.png 

image-1732156560109.png               image-1732156577080.png

Note: 
  • For days that employees have not been scheduled work shift, after clicking on the icon image-1723712749210.png, the system will also display the option [Request for changing timesheet plan].
  • Employees can not create a shift change request for days that have already had other requests (leave, business trips, overtime). 
  • If an employee has both a request for changing the timesheet plan and a shift change request for the same day, the shift change request will override the request for the timesheet plan.
  • If an employee submits a request for changing the timesheet plan and then a shift change request for the same day, the system will display the standard working hours of the changed shift on the employee's timesheet.
  • If an employee submits both an attendance time adjustment request and a shift change request for the same day, the system will record the result of both requests.
  • Weekly days off/holidays will not have an adjustment button → If a weekly day off/holiday has not been scheduled by the manager in advance, the employee will not be able to create a shift change request on these days.
2. For customers using multi-shift
Steps:
Working Time > Working > Icon image-1723712749210.png on the day you want to request a shift change > Change shift >  Icon image-1724037963839.png > Detailed operation as per the notes below > Enter  > Select approver > Confirmation.

image-1732156633878.png        image-1732156839816.png

image-1732156882334.png        image-1732156903054.png

image-1732156928431.png

   
Note:
Case
Operation
Illustration
Register for the new shift
Leave the first box empty, and select the shift to register in the second box

image-1732158137936.png
Change the assigned shift to another
Select the assigned shift in the first box, and choose the shift to switch to in the second box.

image-1732158375122.png
Delete the assigned shift.
Select the assigned shift in the first box, and leave the second box empty.

image-1732158518375.png
Note: 
  • For days that employees have not been scheduled, after clicking on the iconimage-1723712749210.png, the system will also display the option [Request for changing timesheet plan].
  • Employees can not create a shift change request for days that have already had other requests (leave, business trips, overtime). 
  • If an employee has both a request for changing the timesheet plan and a shift change request for the same day, the shift change request will override the request for the timesheet plan.
  • If an employee submits a request for changing the timesheet plan and then a shift change request for the same day, the system will display the standard working hours of the changed shift on the employee's timesheet.
  • If an employee submits both an attendance time adjustment request and a shift change request for the same day, the system will record the result of both requests.
  • Weekly days off/holidays will not have an adjustment button → If a weekly day off/holiday has not been scheduled by the manager in advance, the employee will not be able to create a shift change request on these days.
  • Employees can submit multiple shift change requests for the same day; the latest approved request will determine the shift displayed on the employee's timesheet.

B. Track created shift change request

Employees can view their created shift change requests on the [Adjustment] screen by following the guide below.
1. Track on the mobile app
 Note:
 Working time > Adjustment > View created requests

image-1732158542806.png    image-1732158616782.png

2. Track on the website

image-1732158852519.png

Note:
  • Employees can delete a pending shift change request:

    image-1732158968587.png

Mobile app interface

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Website interface
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