Transfer requests allow employees to easily find qualified and available coworkerswhen needed. Employees can trade shifts or offer a remplacement with another employees in the same position.
By default, transfer requests must be approved by a manager. You can change this need in the "Settings" menu ️ "Employee Scheduling" tab
A) Requests menu
You can consult all current requests in the Request menu. When you take action on a request (approve or refuse) employees will be alerted immediately and the schedule will be updated.
B) Possible transfer types
Two transfer types are available to employees:
- Offer: An employee can simply offer (give) a given shift to one or more colleagues
- Swap: An employee may also request to swap one of his shifts with one or more colleagues
Shift Transfer types can be filtered from the scrolling menu
B) Transfer details
- The impact of transfer hours for each employee concerned is always displayed
- You can only receive transfer requests after at least 1 employee has accepted to replace a colleague. In this example, Sophia accepted the offer from Kevin.
C) Decision making
Click the red “Decline the request” button or the green “Approve the request” button based on your choice
Note : Unlike Time Off requests and requests for availability, Shift Transfer requests do not allow for posting comments
Deactivate the option
It's possible to deactivate the opportunity to do swaps and/or offers. You must go under Settings -> Employee Scheduling.
You can also automatically approve all swap/offer requests by deactivating manager approval under Settings -> Employee Scheduling.
Be careful with this setting though since employees would have the opportunity to swap shifts that would give overtime!