Resolve shift warnings
What each warning on a shift means - overlap, wrong role, changed since publication, waiting for approval, switch requested and the bridge warnings - and how to clear it.
Planning warns instead of blocking. This page is for planners. It lists every warning you can meet on a shift, with the exact text, where you see it and how to clear it.
[planning-shift-warnings]
Warnings appear in four places: as an alert at the top of the shift form, as a line on the shift's card on the schedule, as a marker on the bar, and as a filter in the search box.
Warnings in Planning itself#
| Warning | Text you see | How to clear it |
|---|---|---|
| Overlap (conflict) | Form: "n other shift(s) overlap this one for the same resource. Move one of them, or give one to someone else." Card: "Overlaps n other shift(s)." Filter Conflicts. | Move one shift in time, give one to someone else, split it, or delete it. Forecasts never count as an overlap. |
| Wrong role | "Name doesn't have the Role role. You can still publish; assign someone who holds it, or add the role to them." Filter Wrong Role. | Add the role to the person (Set up roles) or give the shift to someone who holds it. |
| To publish again | "This shift changed after it was published. Publish it again so the employee sees the update." Filter To Publish Again. | Publish the shift (Publish the schedule). |
| Waiting for approval | "This published shift was changed and is waiting for the shift manager's approval before it can be published again." Card: "Change waiting for approval." Filter Waiting for Approval. | The shift manager approves or rejects it (Approve changes). |
| Switch requested | "The assigned employee has asked someone else to take this shift." Card: "The employee asked to switch." Filter Switch Requested. | Wait for a colleague to take it, give it to someone yourself, or press Cancel Switch Request. See Give up or swap a shift. |
When you publish, the message counts shifts held by people without the role: "n assigned to someone without the role." The shift is still published.
Warnings from bridge modules#
| Warning | Text you see | Needs | How to clear it |
|---|---|---|---|
| On Time Off | "Name has time off during this shift: Leave type from start to end." Pending requests end with "(not yet approved)". Filter On Time Off. | Time Off bridge | Give the shift to someone else, or turn it into an open shift with Unassign. When time off is approved, each overlapping shift also gets a note in its chatter: "Name's Leave type was approved and overlaps this shift. Reassign it or turn it into an open shift." |
| Outside Contract | "Outside Name's contract (starts date)." or "(ended date)." or "Outside Name's contract." or "Part of this shift is outside Name's contract." Filter Outside Contract. | Contracts bridge | Move the shift into the contract period, or assign someone else. |
| Missing Skill | "Name is missing required skills: Skill ≥ Level, ...". Filter Missing Skill. | Skills bridge | Give the shift to someone who has the skills, or add the skill to the person. |
| Order cancelled / reduced | "The sales order was cancelled." or "Order reduced: x h planned beyond the y h sold." | Sales bridge | Unpublish, reassign or delete the shift; see Plan sold services. |
| Task over-planned | "More hours are planned than allocated to this task." (on the task) | Project bridge | Remove or shorten shifts, or raise the task's allocated time. |
| No-Show, Late | Filters No-Show and Late; the form shows the Attendance group. | Attendances bridge | Information, not an error; see Compare shifts with attendance. |
Problems found while you drag a shift#
When you drop a shift on a person, Planning checks the drop and lists the problems under "Before you drop this shift here:" The checks are:
- "Name doesn't have the Role role."
- "Name already has a shift at that time."
- "Name is on time off then." or "... then (requested, not yet approved)." (Time Off bridge)
- The contract and skill messages above.
Press Assign anyway to go on or Cancel. Rows of people who would have a problem turn yellow while you drag.
Make a shift open again#
On the card, press Unassign: the shift stays, loses its person and becomes an open shift. In bulk, select shifts and press Unassign; forecasts are refused with "a forecast needs a person".