Substitutions
Temporarily reassign shifts when someone is unavailable without changing the rotation.
Substitutions allow you to reassign on-call responsibility for a specific time window. Whether someone is on vacation, unavailable for a day, or needs backup coverage, substitutions handle it cleanly without altering the underlying roster schedule.
Prerequisites
- An existing roster with generated shifts
- Access to edit the roster
1. Open the Substitution Dialog
- Navigate to On-Call in the sidebar
- Open the roster you want to modify
- Click on the user’s shift in the timeline
- Select Add Substitution
2. Configure the Substitution
| Field | Description |
|---|---|
| Substitute User | The user being replaced (pre-filled from selected shift) |
| With User | The replacement user who will cover the shifts |
| From Date | Start date of the substitution |
| To Date | End date of the substitution |
Date ranges must not overlap with other substitutions for the same user.
3. Save the Substitution
Click Save to apply the substitution. The roster view updates immediately to show the replacement user.
Result
The replacement user now appears in the timeline for the specified date range. The original rotation remains unchanged for dates outside the substitution window.
What Substitutions Do
- Replace the originally scheduled user with a substitute for a specific date range
- Route alerts to the substitute user during that window
- Keep the underlying rotation logic intact
- Apply immediately without regenerating the entire schedule
Visual Indicators
In the roster timeline:
- The replacement user appears in place of the original
- Substituted shifts may show distinct styling to indicate the override
- Hovering shows details including the original assignment
Editing and Deleting Substitutions
To modify an existing substitution:
- Click on the substituted shift
- Edit the dates or replacement user
- Save changes
To remove a substitution:
- Click on the substituted shift
- Click Delete Substitution
- The original user returns to the schedule
Use Cases
Vacation Coverage
When a team member takes time off:
- Create a substitution covering their vacation dates
- Assign a colleague to cover
- The substitute receives alerts during that period
Shift Swaps
When team members want to trade:
- Create substitutions for both directions
- User A covers User B’s dates
- User B covers User A’s dates
Emergency Coverage
When someone becomes suddenly unavailable:
- Create an immediate substitution
- Coverage transfers instantly
- Original schedule resumes after the end date
Summary
| Aspect | Behavior |
|---|---|
| Original rotation | Unchanged |
| Alert routing | Goes to substitute |
| Duration | Custom date range |
| Overlapping substitutions | Not allowed |
Related
- On-Call Overview - Understand the on-call system
- Creating Rosters - Set up schedules
- Time Zones - Multi-region considerations