Objective

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

Overview

After you receive the notification of a shift trade, it will be your responsibility to remove shift trade request.

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. You all can view and manage shift trade requests by '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. Managers need to click on each individual request to see the details of each.
  4. 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: Go to the 'Dashboard' Module, click 'Manage Shift Trades' widget from the dashboard widget panel as shown in Image 1.
 

Image 1

Step 2: 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 2.

Image 2

Step 3: Click 'Remove Request' tab if you want to remove request to shift trade request as shown in Image 3.

Image 3

Step 4: Click 'Remove Request' tab to confirm it as shown in Image 4.

Image 4

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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