Configuring shift swaps

You can specify rules to determine which shifts are eligible for swaps and giveaways based on employees' team and job assignments. Each shift swap setting matches a requestor team to a recipient team. Optionally, you can also specify a requestor job and a recipient job. Employees who are assigned to the specified recipient team and job are eligible to accept shifts for the specified requestor team and job.

Each shift swap setting specifies a one-to-one match, but you can define multiple different shift swap settings for the same teams and jobs.

  1. Select Maintenance > Schedule Settings > Shift Swap Settings.
  2. Click Create New Entry.
  3. Specify this information:
    Requestor Team
    Specify the team of the shift that the employee is requesting to trade or give away.
    Requestor Job
    Optionally, specify the job of the shift that the employee is requesting to trade or give away.
    Recipient Team
    Specify the team of the employees who are eligible to receive the shift trade or giveaway.
    Recipient Job
    Optionally, specify the job of the employees who are eligible to receive the shift trade or giveaway.
  4. Click Save.