Staff View
Requesting a Swap
1. Go to the Schedule tab and select the shift you'd like to swap
2. Click on Can't work this shift?
3. Select Request a Trade
4. This will display a list of teammates you could request to swap with
5. You can filter shifts by date, area, or shift type to narrow your options
6. Select the teammate(s) you'd like to request a swap with
7. Click on Send Swap Requests and they will be sent to the individual(s) you have selected
8. All your outstanding shift swap requests can be viewed on the Home page under the Shift Swap Requests tab.
9. To cancel a request, select it from the list and click Cancel.
Accepting a Swap
1. If you receive a swap request, an alert will appear at the top of your Home page.
2. Click the alert to view the details of the shift being proposed.
3. You can Accept or Reject the request.
Note: If you accept, the request will automatically be sent to the scheduler for approval.
Scheduler View
Go to Home and click on the Shift Swap Requests tab.
2. You’ll see all pending requests along with the details of those shifts
3. Review the request and choose to Approve or Deny it.
To enable this feature:
Go to Settings.
Select Community Settings.
Under Advanced Settings, toggle the option to turn it on.
Click Save Changes to apply the update.