The objective of this tutorial is to show you how you can review, accept and reject a pickup request as a potential cover if your coworker has trade the shift selecting you as a potential cover.
Access from your: Computer
Applies to: Managers, Supervisors, Schedulers and Employees
Employees deemed as potential cover will see a list of shift trades on the Dashboard under “Shift trades/pickup available.” It is their responsibility to click on an individual request to review and decide if they want to accept or reject it.
Accept or Reject a Shift Trade
Step 1: Click on ‘Shift trades/pickup available’ on the Dashboard Notification Panel as shown in Image 1.
Step 2: Click on 'Would like to trade shift with you' tab as shown in Image 2.
Step 3: Click ‘Accept/Reject’ if you want to cover the shift or not as shown in Image 3.
After the potential covers accept the shift pickup request, the manager will receive an email and dashboard notification once again and can now decide to approve or reject the shift trade.
If you have any further queries, please don't hesitate to reach us at firstname.lastname@example.org. Happy Scheduling!