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 (Ashley) receives shift details and can choose to swap the shift by tapping “Swap shift”:
- Ashley selects an employee (Laura) to swap the shift with, enters a note that will be viewed by Laura and taps “Submit”:
- Laura can see there is a pending shift swap from Ashley waiting to be actioned:
- Laura taps on the shift to view all the shift details and Ashley’s reason for the swap:
- Laura can then accept or decline the shift swap. Laura accepts by tapping “Accept” and then “Yes, accept”:
- Ashley 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.
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