To enable shift swapping, select “Employees can swap shifts that have been assigned to them”.
This setting is located in Payroll Settings > Rostering:
Once the above has been enabled, the shift swap workflow is as follows:
- Employee (Sunny) receives shift details and can choose to swap the shift by tapping “Swap shift”:
- Sunny selects an employee (Rosy) to swap the shift with, enters a note that will be viewed by Laura and taps “Submit”.
NB: The list of recommended employees that are available for selection are those that:
- can work at the location, ie location assigned in the file
- are able to work, ie not rostered elsewhere, unavailable or on approved leave
- employee has the work type (if this have been assigned in the shift)
- Rosy can see there is a pending shift swap from Sunny waiting to be actioned:
- Rosy taps on the shift to view all the shift details and Sunny’s reason for the swap:
- Laura can then accept or decline the shift swap. Laura accepts by tapping “Accept” and then “Yes, accept”:
- Sunny is notified immediately that Laura has accepted the shift swap.
- Where manager approval is required for a shift swap, the shift status will display for Laura as follows:
- When the manager approves or rejects the shift swap, both employees will be notified of the decision and the roster will be updated accordingly.
If you have any questions or suggestions, please get in touch with us via firstname.lastname@example.org