Shift Request
Overview
Shift Request — Business Overview
Shift Request is a business document in Dafater used by employees to formally request a change to their assigned work shift for a specific period or date. It provides a structured and transparent way for organizations to manage shift changes while maintaining operational continuity, workforce coverage, and compliance with internal policies.
What Shift Request Is Used For
Shift Request is used to: - Allow employees to request a different work shift than the one originally assigned - Record the reason for the shift change in a clear and auditable way - Enable managers or HR teams to review, approve, or reject shift changes - Ensure accurate attendance tracking, payroll calculations, and workforce planning
It acts as the official approval record for any temporary or permanent shift change.
Prerequisites and Setup Requirements
Before using Shift Request, the following should be in place in Dafater: - Employees must be properly registered and active - Work shifts should already be defined and assigned to employees - Reporting lines or approvers should be clearly established - Internal policies for shift changes (eligibility, notice period, approvals) should be defined and communicated
Without these basics, shift requests may cause confusion or operational gaps.
Typical Workflow and Business Process Fit
Employee Submission
An employee creates a Shift Request, selecting the desired shift and the date or period for the change, along with a reason.Manager or HR Review
The request is reviewed by the appropriate authority to assess staffing impact, fairness, and policy compliance.Approval or Rejection
- If approved, the employee’s shift schedule is updated accordingly
- If rejected, the employee is informed and continues on the original shift
Operational Impact
Approved shift changes are reflected in attendance records, workforce schedules, and downstream processes such as payroll.
This workflow ensures that shift flexibility does not disrupt business operations.
Key Business Scenarios Where Shift Request Is Essential
- Employees needing temporary shift changes due to personal or family commitments
- Managing shift swaps or adjustments during peak or low-demand periods
- Supporting flexible work policies or employee well-being initiatives
- Handling operational changes such as extended hours or special projects
- Maintaining proper documentation for audits and labor compliance
In all these scenarios, Shift Request provides clarity and control.
Important Considerations for Users
- Requests should be submitted in advance whenever possible to allow proper planning
- Clear and honest reasons help managers make fair decisions
- Approval is not automatic and depends on business needs and policy rules
- Employees should wait for approval before assuming the new shift applies
- Frequent or last-minute requests may impact performance reviews or team operations
Business Value
Shift Request helps Dafater users balance employee flexibility with operational efficiency. By formalizing shift changes, organizations reduce confusion, improve workforce planning, and maintain accurate attendance and payroll outcomes while supporting employee needs.
Basic Information
- Module: HR
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| shift_type | Shift Type | Link | ✓ | Shift Type | Requested work shift type as defined in Dafater. |
| employee | Employee | Link | ✓ | Employee | Employee submitting the shift request in Dafater. |
| employee_name | Employee Name | Data | - | Full name of the employee for reference. | |
| department | Department | Link | Department | Employee department associated with this shift request. | |
| status | Status | Select | ✓ | Draft, Approved, Rejected | Current approval status of the shift request. |
| company | Company | Link | ✓ | Company | Company under which the shift request is created. |
| approver | Approver | Link | ✓ | User | User responsible for approving or rejecting the request. |
| from_date | From Date | Date | ✓ | - | Start date for the requested shift assignment. |
| to_date | To Date | Date | - | End date for the requested shift assignment. | |
| amended_from | Amended From | Link | Shift Request | Original shift request reference if this record is amended. |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Employee | ✓ | ✓ | ✓ | |||
| HR User | ✓ | ✓ | ✓ | ✓ | ||
| HR Manager | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Shift Assignment | Linked from | HR |
| Company | Links to | Setup |
| Department | Links to | Setup |
| Employee | Links to | Setup |
| Shift Request | Links to | HR |
| Shift Type | Links to | HR |
| User | Links to | Core |