Shift Request in Frappe HR: Requesting Shifts and Setting Approvers
A Shift Request is how an employee requests a particular Shift Type for themselves. Rather than an admin assigning every shift directly, the employee raises the request, an approver signs off, and the system turns it into an actual Shift Assignment.
BEFORE YOU START
Create the following first: the Employee record and the Shift Type being requested.
How to create a Shift Request
Go to Human Resources > Shift Management > Shift Request:
- Open the Shift Request list and click New.
- Select the Employee and the Shift Type.
- Set the shift duration with From Date and To Date.
- Select the Approver. If the chosen approver doesn’t already have access to the Shift Request, the document is shared with them with submit permission.
- Save.
Once the request is approved and submitted, it automatically creates a Shift Assignment for the employee over those dates, so an approved request flows straight into the schedule.
Setting the Shift Request Approver
A Shift Request Approver is the user who can approve an employee’s Shift Request. Approvers can be set at two levels:
- Department level: configured in the Department master, where you can set multiple approvers. When an employee in that department raises a request, their department’s approvers are used.
- Employee level: set directly on the Employee master.
NOTE
If an approver is set at both the employee and department level, the employee-level approver takes precedence and is treated as the default for that person.
TIP
Set approvers at the department level for most teams so you don’t have to configure each employee individually, and only use the employee-level field for exceptions where one person needs a different approver.
Related Topics
- Shift Type
- Shift Assignment
- Department
- Shift Management
SUMMARY
A Shift Request lets an employee request a Shift Type for a date range, subject to approval. Create the Employee and Shift Type first, then raise the request with the employee, shift type, dates, and an approver; once approved and submitted it creates a Shift Assignment. Approvers can be set at department level (in the Department master, supporting multiple approvers) or at employee level, with the employee-level approver taking precedence when both are set.
