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Shift swapping

  • What is shift swapping?
  • How do I enable shift swapping in my company?
  • How does shift swapping work?
  • Can I swap a shift from the computer?
  • Who approves shift swap requests?
  • Where can employees view their shifts?

How does shift swapping work?

Step-by-step guide to request a shift swap:

  1. The employee will tap on the shift they want to swap.
  2. They will choose the shift they're interested in from the list of available shifts in the weekly calendar.
  3. They will select a coworker to swap with.
  4. They will send their request.

Once the swap request is sent, the manager will receive the request in the "Shift swapping" inbox. As soon as they approve it, the change will be automatically reflected in both employees' schedules.

 

Important: when the swap is confirmed, a push notification and an email will be sent with the confirmation of the shift swap.
By default, this setting is enabled, but if you’d rather disable it, simply uncheck the boxes in Configuration >> Schedules >> Shifts >> General.

 

 

Key points: 

  • Shifts that are pending approval cannot be selected.
  • Only coworkers who do not have overlapping shifts can be selected.

     

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