Shift trades
Employees can request a shift swap to trade shifts with another employee, or a shift giveaway to give their shift to a substitute employee. As a system administrator, you can enable or disable shift trades or giveaways for users in specific security groups. The messages, fields, and labels used in a shift trade or giveaway are localized.
Shift trades can only occur with employees who are available and who are qualified to work the shifts. Shift trades are not allowed on shifts that have already started. You can also define eligibility rules for shift trades and giveaways based on employees' team and job assignment.
The shift changes are reflected in the schedule after a workflow is completed in a shift trade request. Workflows include process of steps that you can customize to determine the outcome of the request, such as validating qualifications and seeking user approvals. A workflow starts after a shift trade request is submitted. During shift trade transactions, the workflow sends messages to both the request initiator and recipient. These messages are used to obtain approval decisions and to inform about the status or outcome of a request.
A success message is sent when a shift trade request is accepted. Both the shift trade initiator and recipient receive the success message.
A rejection message is sent when a shift trade request is rejected. Only the shift trade initiator gets notified. If the shift trade request is rejected by the workflow after the shift trade recipient approves it, both the initiator and the recipient of the shift trade are notified of the rejection.
You can customize the workflow to add additional approvals or validations. See Infor Workforce Management Shift Trades User Guide.