Q: What happens to future shifts when a resource, client, agreement, or debtor becomes inactive?
A: Future shifts associated with an inactive resource, client, agreement, or debtor will be automatically unpublished. This prevents billing for shifts that are no longer applicable.
Q: Which shift statuses are affected by this unpublishing process?
A: Only shifts with statuses like "Draft," "Review," "Clock In & Clock Out," "Unpublished," "Deleted," or "Rejected" will be affected. Approved and invoiced shifts will remain unaffected.
Client Deactivation
Q: What happens to future shifts when a client is deactivated?
A: Current date and Future shifts associated with the deactivated client will be deleted from the system. A confirmation pop-up will appear to confirm this action.
Q: How are shifts handled if a client is part of multiple shifts?
A: If a shift has multiple clients, including an inactive one, the shift will not be deleted but will be unpublished. This ensures that billing for the active clients is not affected.
Staff Deactivation
Q: What happens to future shifts when a staff member is deactivated?
A: Current date and Future published shifts associated with the deactivated staff member will be unpublished. This prevents billing for shifts that are no longer relevant.
Q: How are unpublished shifts due to staff deactivation displayed in the roster calendar?
A: Unpublished shifts due to staff deactivation will be listed as "Staff Deactivation Conflicts" in the roster calendar view. You can filter by this status to easily identify affected shifts.
Q: Can I reassign unpublished shifts to another staff member?
A: Yes, you can reassign unpublished shifts to another available staff member in the Franchise dashboard under "Staff Allocation."
Client Agreement Deactivation
Q: What happens to future shifts when a Client agreement is deactivated?
A: Current date and Future published shifts associated with the deactivated agreement of the client will be unpublished. This prevents billing for shifts that are no longer relevant.
Q: How are unpublished shifts due to client agreement deactivation displayed in the roster calendar?
A: Unpublished shifts due to client agreement will be listed as "Agreement Deactivation Conflicts" in the roster calendar view. You can filter by this status to easily identify affected shifts.
Q: Can I re-published shifts after the client's new agreement?
A: Yes, you can re-publish shifts after creating a new active and valid agreement. Once this is done, you can publish the previously unpublished shifts.
Client Debtor Deactivation
Q: What happens to future shifts when a Client debtor is deactivated?
A: Current date and Future published shifts associated with the client debtor will be unpublished. This prevents billing for shifts that are no longer relevant.
Q: How are unpublished shifts due to client debtor deactivation displayed in the roster calendar?
A: Unpublished shifts due to client debtor inactive will be listed as "Debtor Deactivation Conflicts" in the roster calendar view. You can filter by this status to easily identify affected shifts.
Q: Can I re-published shifts after the client's new debtor?
A: Yes, you can re-publish shifts after creating a new active and valid debtor. Once this is done, you can publish the previously unpublished shifts.
Audit Trail
Q: Is there an audit trail for deactivations and unpublishing?
A: Yes, the audit report will record deactivation actions, including the user who initiated the action, the entity deactivated (client, staff, agreement, or debtor), and the date and time of the deactivation.