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Shift Swaps

In this article we will be covering the new shift swap functionality and how to use it!

Updated over 2 months ago

Shift Swaps

Staff View

Requesting a Swap

  1. Go to the Schedule tab and select the shift you'd like to swap.

  • Select Swap Shift button

  • This will display a list of teammates who are working that day.

  • You can filter shifts by date, area, or shift type to narrow your options.

2. Select the teammate you'd like to request a swap with.

  • All your shift swap requests can be viewed on the Home page under the Shift Swap Requests tab.

  • 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 Decline the request.

    • If you accept, the request will automatically be sent to the Scheduler for approval.


Scheduler View

1. Go to your Dashboard 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:

  1. Go to Settings.

  2. Select Community Settings.

  3. Under Advanced Settings, toggle the option to turn it on.

  4. Click Save Changes to apply the update.

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