Enable shift-based reservation

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • As an admin, enable employees to reserve a workplace item for a shift. Configure the spaces that can be reserved for a shift. Specify the users who can make shift-based reservation.

    Before you begin

    To enable shift-based reservation, select the Apply to shift field on the reservable module form of the workplace item.

    Ensure you have the following information:
    • Appropriate shift schedules.
    • Data of the employees who would operate from the office in this shift.
    • Data of the workplace spaces to be made available for this shift.

    Ensure that the Building field on the Shift form has a value.

    Role required: sn_wsd_core.workplace_manager

    Procedure

    1. Navigate to Workplace Core > Shift Management > All.
    2. Select the shift to which you want to assign spaces and users.
    3. To assign users to the shift, scroll down and click Edit in the Users related list.
      Only the assigned users can make reservations for this shift on the Reservation portal.
    4. On the Edit members form, add users to the shift by doing the following.
      1. Select the users from the Collection column on the left.
      2. To move the selection to the Users List column on the right, use the add-remove icon.
        Add-remove icon.
      3. Click Save.
    5. To assign spaces to the shift, scroll down and click Edit in the Locations related list.
      Only the assigned spaces are displayed for shift-based reservation on the Reservation portal.
    6. On the Edit members form, add spaces to the shift by doing the following.
      1. Select the spaces from the Collection column on the left.
      2. To move the selection to the Locations List column on the right, use the add-remove icon.
        Add-remove icon.
      3. Click Save.
    7. Click Update.

    Result

    The users and spaces are assigned to the shift. When an employee wants to make a shift reservation, the Reservation portal displays the following information:
    • The shifts for which the employee can make a reservation.
    • The spaces that are available for reservation in the selected shift.