How do I recall a shift from agency within the Patchwork Bank portal?

Learn how to recall a shift from being visible to agency when it's no longer required.

There can be various reasons why an agency shift needs to be recalled:

  • You have filled the vacancy internally

  • You made a mistake

  • The shift is no longer required

 

💡Note that if an agency worker has been booked on to the shift, you will need to first cancel the worker from the booking before recalling the shift. 

 

  1. Select the shift(s) you would like to recall

  2. Click ‘Other Actions’

  3. Click ‘Recall from Agency’

  4. When the pop-up appears, click ‘Save Changes'

Recall from agency action bar - cropped

Once a shift has been recalled, it is still visible in the portal. A shift that is visible to agencies looks like this:

Sent to collaborative bank and agency - tier 3 - cropped


The shift shows it is released to Agency, noting the tier. If you have successfully recalled a shift, you will NOT see that it has been released to Agency. If you have released the shift to the Collaborative Bank instead, this will be clearly shown. 

Sent to collaborative bank - cropped

 

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If the shift(s) was never meant to be on the portal (e.g. you have raised it in error), then you should delete the shift from the system entirely.