The objective of this tutorial is to show you how to remove shift trade request as an initiator.
Access from your: Computer
Applies to: Managers, Supervisors, Schedulers and Employees
As an initiator, you can remove shift trade request if you no longer wish to trade the shift.
Things to know before you begin:
- Being a Manager/Supervisor, you will not receive email/SMS notification, if you have assigned a 'Scheduler' permission to that position from which employee is requesting shift trade.
- Managers, Supervisors and Schedulers can manage shift trade requests under 'Managing Shift Trade' widget on the Dashboard Notification Panel as well as via email/SMS as per your defined settings under the settings module.
- Managers need to click on each individual request to see the details of each.
- The Humanity conflict checker is also featured in the sidebar, letting managers know for which potential cover a conflict would be created if they were to assign the shift to that person. If no conflict is present, there will be a check mark next to that employee’s name.
Remove a Shift Trade Request as an Initiator
Step 1: Click 'Dashboard' Module as shown in Image 1.
Step 2: Click on ‘My Shift Trades’ on the Dashboard Notification Panel as shown in Image 2.
Step 3: Click 'Would like to trade shift with you' to review it and decide if you want to accept or reject it as shown in Image 3.
Step 4: Click 'Remove Request' tab if you want to remove request to shift trade request as shown in Image 4.
Step 5: Click 'Remove Request' tab to confirm it as shown in Image 5.
That's it, you have removed request to trade a shift.
If you have any further queries, please don't hesitate to reach us at email@example.com. Happy Scheduling!