The objective of this tutorial is to help you understand how you can trade a shift (swap shifts) with one of your coworkers.
Access from your: Computer
Applies to: Managers, Supervisors, Schedulers and Employees
If you're unable to work one of your shifts, you can trade the shift (swap shifts) with one of your coworkers.
Things to know before you begin:
You must have a manager/admin, supervisors, schedulers and employee access privileges to trade a shift with your co-workers.
'Employees can trade shifts' must be enabled under the ‘Settings’ module to give access to your staff for this feature.
Manager approval is required for shift trade which may delay how quickly a shift is offered to your coworkers.
When you create a trade, the shift is still your responsibility until it is picked up by one of your coworkers.
You will receive a notification via Email and SMS.
Step 1: Go to 'ShiftPlanning' Module from the top-panel > Click 'My Schedule' from the filter panel on the left-hand side > Click on the shift that you want to trade as shown in Image 1.
Step 2: Click the 'Can't Work' tab from the right-hand side > Select the 'Trade Shift' tab as shown in Image 2.
Step 3: Type the reason > Click the 'Continue' tab as shown in Image 3.
Note: Employees must always provide a reason in the box for each trade request. This way, both management and the potential covers will understand the reason behind the request.
Step 4: Select an employee from the list or use search bar if you have a particular coworker in mind who could potentially be able to pick up that shift > Click 'Send Request for 1 employee(s)' tab as shown in Image 4.
That's it! Once you send the request, you will receive a notification detailing the further steps of the trade process.
If you have any further queries, please don't hesitate to reach us at email@example.com. Happy Scheduling!