Worker Request Automations allow managers and admins to define condition-based rules that automatically approve or reject worker requests — including drop shift, time off, and claim shift requests. When a request meets the conditions of a rule, it is processed instantly, giving workers immediate feedback. Requests that do not match any rule are routed to the Shift Dashboard for manual manager review.
Worker Request Automations are configured per location or location group in Shift Settings.
Access Worker Request Settings
To access the Worker Requests settings:
Click Shift in the left side panel.
Click the arrow to expand the left side panel and reveal the Shift subpages.
Click Settings.
In the left sidebar under Per Location, click Worker Requests.
Ensure the correct location group or location is selected in the top right corner.
Like all location settings, Worker Requests settings can be inherited from a parent location group. To configure settings specific to a child location, break the link between parent and child.
Configure Drop Shift Requests
The Drop Shift Requests row controls whether workers can submit drop shift requests, and how those requests are handled.
Enable or disable drop shift requests
Use the toggle on the right side of the Drop Shift Requests row to enable or disable this request type for the selected location. When disabled, workers will not see the Drop Shift option in their Worker Portal.
Set up automation rules
Click the pencil icon on the Drop Shift Requests row to open the Drop Shift Request modal.
The modal contains two toggles:
Enable auto approval
When enabled, click Add custom to define one or more conditions. When a drop shift request meets all conditions in the rule, it is automatically approved and the worker sees a success message in their Worker Portal.
Enable auto decline
When enabled, click Add custom to define one or more conditions and enter a custom message. When a drop shift request meets all conditions in the rule, the worker sees the message you configured.
For each rule, clicking Add custom opens the Auto approval Conditions panel, where you enter:
Condition title — An internal label for this condition set.
Message — The message shown to the worker if the rule is triggered.
If all of the conditions are met — Use Add attribute to select the conditions that must be true for the rule to apply.
Click Confirm to save the conditions, then click Publish to apply the rules to the location.
Requests that do not match any rule are sent to the Shift Dashboard for manual manager review.
Configure Time Off Requests
The Time Off Requests row controls whether workers can submit time off requests, and how those requests are handled.
Enable or disable time off requests
Use the toggle on the right side of the Time Off Requests row to enable or disable this request type. When disabled, workers will not see the Time Off section in their Worker Portal.
Multi-Location Conflict Resolution
If a worker has multiple locations on their profile with conflicting time off configurations, the worker cannot submit time off requests when the majority of their locations have time off requests disabled.
Set up automation rules
Click the pencil icon on the Time Off Requests row to open the Time Off Request modal. The modal works the same way as the Drop Shift Request modal: enable Enable auto approval and/or Enable auto decline, click Add custom to define conditions and a message, then click Publish to apply.
Requests that do not match any rule are sent to the Shift Dashboard for manual manager review.
Configure Claim Shift Requests
The Claim Shift row controls whether workers can submit claim shift requests, and how those requests are handled.
Enable or disable claim shift requests
Use the toggle on the right side of the Claim Shift row to enable or disable this request type.
Set up automation rules
Click the pencil icon on the Claim Shift row to open the Claim Shift modal. The modal contains Enable auto approval and Enable auto decline toggles, each with an Add custom button. Add conditions and a message the same way as for drop shift and time off requests, then click Publish to apply.