How to use Swap Shift
As a team member, you have a couple options for managing your assigned shifts. One of these options is called Swap Shift, which is a trade feature.
How to use Swap Shift on the mobile app from the requestor POV (simple instructions)
Tap on the shift you want to swap
Tap Swap Shift button
Select the shift(s) you are willing to swap with by tapping each line item. A checkmark will appear next to each.
Tap Submit
Tap Submit again
View the confirmation message then tap OK
The swap shift request you just started will now appear in the
The owners of the shifts that you selected in step 3 are notified. They can say YES or NO to your request.
The shift owner that says YES first is awarded the swap shift. Then it moves on to admin approval.
If NO, and there is only (1) shift owner, the request is cancelled.
If NO, and there are more than (1) shift owners, the swap shift remains open while awaiting another response.
Until a shift owner replies YES or NO, the status will appear as WAITING.
The swap request must be started before the 24-hour-before-shift-start-mark.
If the swap shift is still pending (i.e. the admin hasn’t approved it) when the shift starts, it will automatically cancel the swap shift request.
All completed shift requests, including swap shift, will move to the Shift Requests > Completed list within the mobile app.
After a swap shift is completed, all necessary changes and updates are made to all of the schedules.
How to use Swap Shift on the mobile app from the requestor POV (detailed instructions)
Viewing assigned shifts on the mobile app. Tap into the shift you want to swap.
Tap Swap Shift to start the swap process
A list of shifts available to swap with will appear on screen. Tap the shifts you are willing to swap with.
After you have selected one or more shifts, tap the Submit button.
Tap Submit to confirm the swap shift and notify the other shift owners. Your supervisor is also notified.
You will receive a success confirmation window.
The shift details screen you saw previously will change to a Swap Shift state. You can view the status, timestamp and also have the ability cancel the swap if needed.
Tap on Shift Requests (second icon on the icon tray) to view any pending shift requests. Tap on the Swap request to view the status.
You’ll see additional details on this view about your shift request like how many other team members have responded, and if it’s awaiting admin approval.
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