đ Note: The screenshots and settings shown in this article may not match what you see in your own platform, as Rosterfy is highly customisable. If you need guidance specific to your setup, please contact our support team.
The Shift Withdrawal form collects cancellation requests from Volunteers who are no longer able to attend a scheduled shift, including their reason for withdrawing and any required notice.
IN THIS ARTICLE:
Prerequisite Settings
The following settings must be enabled for the form to display:
Organization Level (Global)
Assigning a Shift Withdrawal form at the organization level applies the feature across all Events and Shifts by default.
Click Settings > Organization Settings.
Click the Events tab.
Click to turn the Use Default? button off on the Users Can Withdraw From Shifts setting.
Click the dropdown menu next to the setting.
Click Yes.
Click the Save button.
Apply the setting at either the Event Level or assign the form at the Shift Level.
Event Level
Enabling the setting within an Event activates Shift withdrawals exclusively for that specific Event and all of its associated Shifts.
Click Events > Events.
Click the More Actions menu on the Event you wish to assign a shift withdrawal form to.
Click Update. The Event appears:
Click the Shift Defaults tab.
Check the Users Can Withdraw From Shifts option.
Click the Save button.
Where to Assign the Form
The Shift Withdrawal form can be applied in the following locations of the Rosterfy application:
Organization Level (Global)
Assigning a Shift Withdrawal form at the organization level applies the feature across all Events and Shifts by default.
Click Settings > Organization Settings.
Click the Events tab.
Click the Default Shift Withdraw Form field dropdown to select a form.
Click the Save button.
Event Level
Assigning a Shift Withdrawal form within a specific Event's settings assigns the form exclusively for that Event and all of its corresponding Shifts.
Click Events > Events.
Click the More Actions menu on the Event you wish to assign a Shift withdrawal form to.
Click Update. The Event appears:
Click the Shift Defaults tab.
Click the Default Shift Withdraw Form field dropdown to select a form.
Click the Save button.
Shift Level
Assigning a Shift Withdrawal form on an individual Shift applies the setting strictly to that single Shift, leaving the rest of the Event unaffected.
Click Events > Events.
Click the View Shifts button on the Event the Shift is located. The Event's Shift list appears:
Click the More Actions menu on the Shift you wish to update.
Click Update. The Shift appears:
Click the Forms tab.
Click the Shift Withdraw Form field dropdown to select a form.
Click the Save button.
Where the Form Appears
A Volunteer clicks on their Shift status dropdown of a Shift and clicks the Withdraw option:
Duration and Availability
The Shift Withdrawal Form is available until the Shift withdrawal deadline passes.
Form Rules
See the following supported and unsupported features:
â No shareable link.
â Tab breaks not supported.
â Page breaks supported.
â Add Content supported.
â Add Referees not supported.
â Add Availability supported.