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Administrator Guide
Last Updated: 2023-06-23
Concept: Open Shift Board

Concept: Open Shift Board

You can enable workers to offer their assigned shifts to other workers by placing them on the
Open Shift Board
. Managers can also place unassigned or assigned shifts directly on the board. Once a shift is on the board, other qualified workers can view the open shifts and request to cover them. Workers can request to cover shifts across different organizations and locations. The board only displays open shifts to a worker when:
  • The worker is assigned the schedule tags on the open shift.
  • The open shifts are in a scheduling organization that rolls up to the worker's nearest high-level scheduling organization.
  • The open shift isn't in the past.
You can configure whether a worker must receive approval to post their shift on the board, to cover a shift from the board, or both. When managers review a request to cover a shift through My Tasks, Workday displays validations indicating whether the worker opening or covering a shift will violate configured business rules. Example: A worker will exceed the maximum weekly hours threshold.
If a worker posts a shift to the open shift board but no one covers the shift, the worker is still responsible to work the shift.
You can create a custom report to report on shifts with an
Open Shift
status to find unassigned shifts that you might need to manually assign.

Business Processes

Configure these business processes to use the
Open Shift Board
:
Business Process
Description
Open Shift
Enables workers to open their own shift and place it on the open shift board.
Take Back Shift
Enables workers to take back a shift they previously posted on the open shift board when it hasn't been covered by another worker.
Cover Shift
Enables workers to:
  • Request to cover an open shift.
  • Withdraw a pending request to cover an open shift.
Enables managers to view validations and information about the updated shift in an approval action in My Tasks.
Publish Schedule
Enables managers and admins to publish an assigned or unassigned shift to the open shift board in an
Open
status.
Change Published Schedule
Enables managers and admins to publish a new or updated shift (assigned or unassigned) to the open shift board in an
Open
status.