Staffing: Replace an Agency Worker

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Replace Agency Worker with Internal Staff

!Not all Users have the necessary access to Replace an Agency Filled Shift.
If you do not see the Replace button, you will need to escalate the issue to Management.

You can determine whether there are internal staff suitable for an Agency-allocated shift, and if so, place them into that Shortfall, by using the Replace option:

1. Under Staffing > Agency, find the Shortfall in question, and click Replace button.
   [A new screen entitled All possible replacements will then appear with a list of all possible internal replacements.]
2. Select which User you wish to place into the Shortfall, and click Replace button next to their details.
   [A new screen entitled Edit A Shortfall will appear, with the individual you selected listed in the Prebook User option.]
3. Click the “Admin Force Update” button (an override not available to all Users) near the bottom of the page.

Your selection for the shift will be updated in the Shortfall details that appear in the staffing schedule calendar.
ShiftMatch will email the Agency and inform them of the cancelled shift.
ShiftMatch will also text the User who is now filling the Shortfall to confirm the details.

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