How shift swapping works
An employee selects their assigned shift
They choose the "I can no longer work this shift" and selects Swap Shift
Select to request another employee to swap the shift
Select Request Swap
Confirm the request
This will notify the other employee of the request to shift swap. If they accept the shift swap this will now reflect on the roster or if required managers will be notified you both wish to swap shifts pending their approval and once approved the roster will be updated accordingly.
To turn on shift swapping, you’ll need to enable it in your Schedule settings.
Go to Schedule
Tap Settings
Choose Schedule & Shift Settings
Find Shift Swapping
Turn on Allow staff to swap shifts (and choose whether swaps need manager approval).
Once it’s on, employees can open their shift and choose Swap Shift to request a swap with another employee.
How employee shift offering works
An employee selects their assigned shift
They choose the "I can no longer work this shift" and selects Offer Shift
The Employee will be able to select a number of available employees.
This will notify the other employee of the ability to claim this shift. If an employee is only wishing to give a single employee the shift, instruct them to select a single employee.
To turn on employee shift offering, you’ll need to enable it in your Schedule settings.
Go to Schedule
Tap Settings
Choose Schedule & Shift Settings
Find Shift Offering
Turn on Allow staff to swap shifts (and choose whether swaps need manager approval).
Once it’s on, employees can open their shift and choose Swap Shift to request a swap with another employee.
Managers role in shift swapping & employee shift offering
If you have set up shift swaps to require a manager's approval, all managers will be notified of the pending swap. To approve or deny the shift swap, simply open the notification or shift and select how you wish to proceed.
If a manage denies the shift swap the employees confirmed shifts will remain as they are in the roster.
Benefits of shift swapping
Shift swapping helps you maintain shift coverage, reduces last-minute absences and minimizes manual roster changes.