How to deallocate a worker from a job and notify them

Sometimes a worker has to come off a shift: they're unwell, the client asked for someone else, or the shift was cancelled. When you remove them, you now choose a removal category from a standard list and can add a note for the worker.

The category stays on the job's record for your team, so you can see later why the worker came off. The worker only sees your note, in the email telling them they've been removed, so they understand what happened without seeing your internal reason.

Before you begin

• You need permission to manage workers on jobs.
• Removing a worker reopens the shift. The job goes back to Open (or Open Over-due) and appears in Open Shifts, so you'll need to fill it again.

Removing a worker

1. Open the job and go to the worker on the Selected Worker card.
2. Press REJECT.
3. Choose a Removal category. This is required, and Reject stays greyed out until you choose one.
4. If you choose Other, add a short detail under Tell us more. This stays internal.
5. Add Notes for the worker if you'd like to explain. This is optional, up to 500 characters.
6. Press Reject.

The removal categories

• Worker unavailable or sick
• Worker no show
• Client requested a different worker
• Shift cancelled by client
• Compliance or documents not valid
• Worker did not confirm the shift
• Double booked or clashing shift
• Allocated by mistake
• Other

What the worker sees

The worker receives the usual email telling them they've been removed from the shift. If you added notes, they appear on a Notes line. If you didn't, the line is left out.

Please note: The worker never sees the removal category. Anything you want the worker to know must go in Notes for the worker.

Seeing why a worker was removed

• Rejected Workers on the job shows a View removal reason link next to the worker.
• The job's audit log records the removal with the category and your notes.

Good habits worth adopting

• Write notes for the worker, not for your team. Keep them short and factual, for example "The client has asked for a worker with medication training for this shift."
• Pick the closest category rather than Other. Specific categories make it much easier to spot patterns later, such as repeated no shows.

If something looks wrong

• Reject is greyed out. Choose a removal category first.
• The worker says their email had no explanation. No notes were added. The category is never sent to the worker.

If you still need help, contact our Support Team.