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Managing Time Change and Past Shift Requests

How to manage and approve time change and past shift requests in the Dashboard.

DSPs can submit time change and past shift requests directly through the mobile app. Time change requests allow them to submit changes to clock-in or clock-out times, which are then reviewed and approved by an admin. Past shift requests let them submit previously worked shifts, including all required documentation, for admin approval.

These features reduce administrative workload by removing the need to manually create or adjust shifts. Instead, admins simply review and approve submitted requests, making shift updates faster, more accurate, and easier to manage for the admin team.

All requests will appear in your Calendar for review before they are finalized.

Enabling the Feature

To allow DSPs to submit time change and past shift requests, the setting must be enabled both in Feature Settings and on each individual caregiver profile.

To enable in Feature Settings:

  1. Click the dropdown arrow in the top left corner

  2. Click Feature Settings

  3. Select the Shift settings card

  4. Turn on Shift Requests in the Requests section

To enable in the caregiver profile:

  1. Click Personnel in the left menu

  2. Click Staff in the left menu

  3. Search for the staff member and click on their name

  4. Click Settings in the slide-out menu

  5. Turn on Shift Requests in the Requests section

  6. Click Save Settings

Accessing Requests

Both time change and past shift requests will be accessed through the Calendar.

To access requests:

  1. Click Shifts in the left menu

  2. Click Calendar in the left menu

  3. Click Requests (a notification will appear if there are pending requests)

This will take you to the Requests page, which includes a Time change tab and a Past shifts tab. Each tab displays the number of requests in Pending, Approved, and Rejected status.

Time Change (Shift Edit) Requests

DSPs may submit a time change (also known as a shift edit) request if they forget to clock in or out, encounter technical issues, or continue working after clocking out.

By default, you will land on the Time change tab when you open Requests. Requests are displayed with the most recent at the top. In the table view, you can see the Request type, Staff, Original time, Time change, Status, and Date Submitted.

To view additional details of the request:

  1. Find and hover over the request

  2. Click View details

  3. If all details are not visible, click the dropdown arrow next to Requested change (Pending) to expand and view the full information

The Requested change details will display the original time and the requested updated time, along with the resulting adjustments to the associated payment record.

To approve or reject a request:

  1. Review the request details

  2. Click Edit records next to Shift Log to update Clock In, Clock Out, or Service Provided times as needed

  3. If changes are made, click Save Changes

  4. Add notes as needed (optional)

  5. Choose Approve or Reject

If the request is Rejected:

  • The DSP will be notified in the app

  • No updates will be made to the shift or its corresponding billing and payments records

If the request is Approved:

  • The DSP will not receive a notification in the app

  • The shift times will be updated everywhere it appears

  • The billing and payroll records will be updated accordingly

Note: In addition to the Calendar view, time change requests are also displayed on individual shift overviews with a This shift has Time Change Requests banner at the top. Select View all and choose the request you want to review.

Past Shift Requests

DSPs may submit a past shift request, including all shift documentation, if they worked a shift but were unable to clock in and out.

To view past shift requests, select the Past shifts tab on the Requests page. Requests are displayed with the most recent at the top. In the table view, you can see Staff, Status, Date submitted, and whether Charting was completed. Adjust the date range by selecting the date range picker.

To view additional details of the request:

  1. Find and click on the request. You will be taken to the Shift Information page. A Pending Approval banner will appear at the top of the page

  2. Review the request details

  3. Click the Billing, Payments, or Charting cards to make any changes

  4. Choose Approve or Reject in the banner

  5. Click Confirm

If the request is Rejected:

  • The DSP will not receive a notification in the app

  • The shift status changes from Pending Approval to Admin Rejected

If the request is Approved:

  • The DSP will not receive a notification in the app

  • The shift status changes from Pending Approval to Completed

  • The shift will appear in the Calendar

Compliance

To ensure data accuracy, the system alerts the admin of:

  • Staff being on two shifts at once

  • Clients having overlapping service records

  • Creating double billing via overlapping time edits

Any edits that would break compliance are automatically blocked.

If you have any questions about time change and past shift requests:

Related Articles
Creating Past or Backdated Shifts
Correcting and Editing Past Shifts
Time Change Request
Submitting Time Change and Past Shift Requests
Past Shift Requests
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