It is possible to ask your coworkers for a shift trade with the mobile app and on our website. Unlike direct trades, this option allows employees to request that another person take over their shift entirely without needing a swap. These requests still require manager approval and offer greater flexibility in managing schedules.
A) 5 Things to Know Before Asking a Shift Trade Shift transfer requests
1 - Your administrator must enable the feature first. If your manager does not activate this setting you won't be able to trade.
2 - You can only trade with employees of the same position and location Both positions must be identical, as outlined in the schedule. This ensures that shift swaps maintain the integrity and functionality of assigned roles.
A waiter can't trade with a cook 😅 This distinction is important for maintaining staff coverage and ensuring that shifts are always appropriately filled by qualified individuals.
3 - In some cases, a displayed shift may still not be available for trade
There may be some edge cases when trading shifts where the system will return the message, is not available. In this case unselect the shift and try with another one.
4 - Your coworkers may refuse to trade. It is not because you send a request that the trade will occur.
5 - Your manager must approve the trade.
Even after your coworker accepts to trade (or multiple) a manager will need to approve it.
Handling Unclaimed Shift Transfer Requests
If no one volunteers for a shift transfer request, follow these steps:
The employees must cancel their current shift transfer requests.
They should then submit a time-off request to make their availability clear.
Once these steps are completed, the administrator can convert the shift into an open shift, allowing other employees to claim it if they are available. By converting the shift into an open shift, the system ensures that roles remain covered and schedules are managed effectively.
B) Sending A Shift Trade Request
Here are two distinct articles to ask a shift swap:
Ask a Shift Swap on the Mobile App
Ask a Shift Swap on the Website