Create Shift Change Requests Using Sprinklr Mobile Application
Updated
Shift Change requests allow you to request modifications to your assigned shifts while providing Workforce Managers with visibility into the proposed changes. If you are unable to work your assigned shift or need to adjust your schedule, you can submit a Shift Change request directly from the Sprinklr mobile app. These requests help ensure that scheduling adjustments are reviewed and managed through a consistent process, reducing the impact on team coverage and operational requirements.
Prerequisites for creating Shift Change requests using the Sprinklr mobile application:
Workforce Management should be enabled for the environment.
Shift Change Policies must be assigned to agents.
Agents must be part of published Schedule Scenarios.
Create permission under the Shift Change Request section and View permission under the Agent Schedule section in the Workforce Management module.
Follow these steps to create a Shift Change request using the Sprinklr mobile application:
On the Sprinklr mobile application, tap the Create Requests button at the top right of the screen.
Select Shift Change Request from the submenu to open the Shift Change request creation page.
Note: Alternately, you can also navigate to the My Schedule page, hover over a date, and tap Request Schedule Change to open the Shift Change Request form.
Fill in the required fields on the Shift Change Request page. Fields marked with a red star are mandatory. Below are the descriptions of the fields on this page:
Note: The available options in many fields on this page are determined by the configuration of the Shift Change Policies assigned to you.
Shift Change Date: Select the date for which you want to raise the request. (Required)
Shift: Select the Shift for which you want to raise the request. The list will automatically show your Shifts for the day. (Required)
Start Time: Specify the new start time of the Shift.
Duration: Specify the new duration of the Shift.
Activities: Add or remove Activities, or modify the start time and/or duration of existing Activities.
Note: Activities can be modified based on the configuration of the Shift Change Policy assigned to you. Only Activities selected as Addable in the policy can be added. Activities labeled as Non-Reschedulable cannot be rescheduled when requesting a Shift Change. Similarly, only Activities marked as Removable can be removed from Shifts during a Shift Change request.
Note: Describe the reason for the request. (Required)
Attachments: Attach any supporting documents for the request. PDF, JPEG, PNG, and CSV file formats are supported.
Tap the Submit button to submit the Shift Change request.
Note: You cannot submit a new Shift Change request if an existing request is already pending for that day.
This completes the process of creating Shift Change requests. They will be sent for approval or rejection, as per the configured approval workflow.
Manage Your Shift Change Requests
This section explains how to view, and track your Shift Change requests from the Sprinklr mobile application.
Follow these steps to manage already submitted Shift Change Requests using the Sprinklr mobile application:
Navigate to the My Shift Change Requests section on the Agent Portal.
Tap the required Shift Change Request to show the request details along with management options at the top. The following options are available:
Activity: Shows the Activity within the Shift for which the agent has requested a change, if any.
Delete: The Delete Request option removes a submitted Shift Change Request from the system.