jooling Knowledge Base
Settings guide

Schedule and approval policies

Control visibility, shift exchanges, rest rules, and manager decisions.

Use Settings → Schedule for what Workers see and how Shifts move between people:

  • Visibility — whether workers see everyone's shifts or only their own, whether others' approved time off is visible, and how far ahead planned shifts appear.
  • Shift exchanges — whether releases, pickups, and swaps are available at all.
  • Approval policy — choose which pickups, swaps, and releases the Workplace approves automatically, and whether late schedule changes require Worker acceptance.
  • Breaks & compliance — minimum rest between shifts and the maximum run of consecutive workdays.
  • Restrictions — whether Unavailability needs approval before it counts.

Schedule policy settings

The Notice Window — when a new or materially changed Shift needs a Worker's explicit acceptance — lives under Settings → General → Late changes.

Notice window under General settings

Approval policy

The Workplace uses one approval policy for every Schedule. Set automatic approval for Shift Releases, Pickups, and Swaps under Settings → Schedule. Set Unavailability approval under Settings → Time off. Leave Type approval chains remain under Settings → Leave policies.

Policy principles

  • Acknowledgement and Shift Acceptance always remain separate.
  • A release or swap does not transfer responsibility before final approval.
  • Shortening the Notice Window affects future change classification; it does not erase existing responses.
  • Approval settings should match how the Workplace actually operates.

After changing a policy, walk through one representative request or future draft with another Manager before relying on it broadly.

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