Request Shift Swaps

Employees can request to swap a scheduled shift with a shift that is scheduled for another employee.

Submit requests from the Calendar to swap shifts with other employees.

  1. Open the Calendar by one of the following methods:
    • Click Tap Home  > My Schedule. 
    • Click Tap Main Menu  > My Information > My Calendar.
  2. Do one of the following:
    • Click Tap New Request  . Select Swap.
    • Right-click a day in the future that has a shift. Click Tap Swap. 
  3. In Request Shift Swap:
    1. In Available Shifts, select All Employees or one employee with whom you want to swap shifts.
    2. Note: You may only be allowed to swap within a specific group of employees, as defined by your organisation.
    3. Click Tap Reset to view the list of other possible employees with whom to swap shifts.
    4. Select the shift that you want to exchange with someone else.
    5. (Optional) Click Tap Refine to filter shifts as follows:
      • Click Tap Reset to set the search back to the default settings.
      • Select shifts from another month:

         Previous – Show the previous month.

         This Month – Show the month that includes today.

         Next – Show the next month.

      • Select Locations.
      • Select Jobs.
      • Select Shift Start or Shift End times.
      • Click Tap Apply. 

    6. Select the shift that you want to work.

      • Recommended shifts have a green header and the reason the shift is recommended.
      • (Optional) Click Tap View Details . Review the details about recommendations, date, times, segments, and employees who are working at that time. Click Tap OK.
      • (Optional) Click Tap Add Comments.

        Comments identify the reason for shifts or pay codes in the schedule. The comment is only part of the schedule request, not of the shift or pay code.

        Select a Comment. Enter a Note. Click Tap Add. Notes must be associated with a comment. You can enter more than one comment and note. 

        Click Tap Apply. 

    7. Click Tap Submit. 
  4. In the Request Shift Swap summary, click tap one of the following:
    • OK: Wait for the recipient to respond to your request.
    • Cancel Request