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👋 Claiming Open Shifts

How employees can claim open shifts from the Employee Portal or Slack

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Written by Support

The basics

Employees can request to work open shifts through the Planbase Employee Portal or the Planbase Slack app.

Planbase only shows shifts that are compatible with your schedule.

Using the Employee Portal (web)

  1. Open the Employee Portal (calendar icon in the left sidebar, or app.joinplanbase.com/providerapp).

  2. Find Shift Opportunities on the left of the dashboard.

  3. Click a shift to review the details.

  4. Submit a claim. If you can only work part of the shift, enter the times you are available when prompted.

  5. Track the claim under Pending Requests until a manager accepts or declines it.

Managers review claims in Scheduling → Open Shifts (not the Requests list). See Reviewing employee schedule requests.

Using the Planbase Slack App

  • Getting started: Type open shifts in the Planbase Slack app to view shifts available to you.

  • If you see a shift you want to work, choose:

    • I can work this time – claim the shift as posted

    • I can work part of this time – claim only part of the shift

  • You'll receive a notification when your request is approved or declined.

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