Configuring employee selection for shift trades

Employees requesting a shift swap or giveaway must designate a substitute employee to work their assigned shift.

An employee selection dialog box is shown when the user selects Swap or Give Away to initiate a shift trade in the Self Service Portal. There are two ways to select a substitute employee:

  • The user can specify an employee in the Select an employee for your shift give away or swap field.
  • The user can select an employee from the list in the Eligible Teammates section.

Select an employee for your shift give away or swap is a DBLookup field. The SQL query used to filter employees in this DBLookup can be modified in configuration mode. The query is located under Shift Trade - Common > Employee.

See Configuring DBLookups in Self Service Portal.

The Eligible Teammates section lists employees who belong to the same home team as the user, and who have the job and skill qualifications required by the shift. The parameters for the Eligible Teammates section cannot be configured.