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Shift Application Form

Allow volunteers to sign up for Shifts, submit qualifications, and select scheduling preferences for coordinator approval.

📌 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 Application form allows Volunteers to request to sign up for available Shifts and submit any required preferences or qualifications for coordinator approval.

IN THIS ARTICLE:

Where to Assign the Form

The Shift Application form can be applied in the following locations of the Rosterfy application:

Organization Level (Global)

Assigning a Shift Application form at the organization level applies the feature across all Events and Shifts by default.

  1. Click Settings > Organization Settings.

  2. Click the Events tab.

  3. Click the Default Shift Application Form field dropdown to select a form.

  4. Click the Save button.

Event Level

Assigning a Shift Application form within a specific Event's settings assigns the form exclusively for that Event and all of its corresponding Shifts.

  1. Click Events > Events.

  2. Click the More Actions menu on the Event you wish to assign a shift application form to.

  3. Click Update. The Event appears:

  4. Click the Shift Defaults tab.

  5. Click the Default Shift Application Form field dropdown to select a form.

  6. Click the Save button.

Shift Level

Assigning a Shift Application form on an individual Shift applies the setting strictly to that single Shift, leaving the rest of the Event unaffected.

  1. Click Events > Events.

  2. Click the View Shifts button on the Event the Shift is located. The Event's Shift list appears:

  3. Click the More Actions menu on the Shift you wish to update.

  4. Click Update. The Shift appears:

  5. Click the Forms tab.

  6. Click the Shift Application Form field to select a form.

  7. Click the Save button.

Where the Form Appears

A volunteer clicks Select on a Shift in the User Portal they wish to apply to. Click the Complete Shift Application button:

Duration and Availability

The Shift Application form is open while Shift applications are accepting entries.

Form Rules

See the following supported and unsupported features:

  • ❌ No shareable link.

  • ❌ Tab breaks not supported.

  • ❌ Page breaks not supported.

  • ✅ Add Content supported.

  • ✅ Add Referees supported.

  • ✅ Add Availability supported.

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