Before you begin
Enabling auto-approval of shift requests is a great way to save time. You can enable this setting per calendar. Once you do this, our system will automatically approve shift requests on a first-come-first-serve basis.
Your personnel will receive an email confirmation with a calendar invite for any shift request that was automatically approved.
Note that if you follow these instructions people will be able to sign up for shifts. They'll still need your explicit permission to be removed from a shift.
Procedure
Steps:
- Log in to Helpline Software as an organization administrator.
- Click the three horizontal lines in the top left hand corner.
- Click "Org Settings"
- Click "Shift request config"
- Select the calendar you'd like to edit.
- Check the box labeled "Primary" under "Auto approve shift requests".
- Click Save.
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