Objective

The objective of this tutorial is to show you how to remove shift trade request as an initiator.

Overview

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:

  1. 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.
  2. 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.
  3. Being the initiator you cannot remove a request once the potential candidate has accepted the request or the request has been expired.

Remove a Shift Trade Request as an Initiator

Step 1: Click 'Dashboard' Module as shown in Image 1.

Image 1

Step 2: Click on ‘My Shift Trades’ on the Dashboard Notification Panel as shown in Image 2.

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.

Image 3

Step 4: Click 'Remove Request' tab if you want to remove request to shift trade request as shown in Image 4.

Image 4

Step 5: Click 'Remove Request' tab to confirm it as shown in Image 5.

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 support@humanity.com. Happy Scheduling!
 

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