Swapping Users on the Shift Board

Purpose Statement

This article explains how to swap two users directly on the Shift Board.

The Switch Employee function allows administrators or authorized scheduling personnel to quickly exchange two users’ positions without manually deleting and reassigning shifts. This improves efficiency and preserves assignment integrity within the schedule.

Background Information

The Switch Employee feature is used when two personnel need to exchange assigned positions on a scheduled shift. This is commonly used for:

• Adjusting staffing assignments
• Correcting placement errors
• Managing last-minute operational changes
• Reassigning personnel between apparatus, roles, or positions

The swap occurs instantly and updates both users’ positions on the Shift Board.

Users must have appropriate Scheduling permissions to modify the Shift Board.

Required Permissions

The following permissions are typically required:

• Scheduling – Access Shift Board
• Scheduling – Add/edit personnel into shift board
• Scheduling – Can edit self from shift board (if applicable)
• Scheduling – View Details

Permission requirements may vary based on department configuration.

Video

Step-by-Step Guide

Access the Shift Board

• Click the First Due logo
• Select Scheduling
• Click Shift Board

Initiate the Switch

• Locate one of the users you want to swap
• Right-click on the user’s name
• Select Switch Employee

Select the Second User

• The scheduling panel will change to indicate Switch Employee
• Click on the second user who will be exchanging positions

Execute the Switch

• Click Switch
• Review the selection
• Click Switch again to confirm

Verify the Swap

• The two users will immediately exchange positions on the Shift Board
• Confirm assignments are correct

Best Practices

• Verify both users are eligible for the assignment before switching (rank, qualifier, certification).
• Communicate changes to affected personnel to prevent confusion.
• Double-check apparatus or position requirements before confirming.
• Avoid switching users across incompatible assignments unless operationally approved.
• Review payroll or time tracking implications if applicable.

Troubleshooting & FAQs

Q: I do not see the “Switch Employee” option when I right-click.

A: Verify you have the required Shift Board permissions. If the option is unavailable, contact your system administrator.

Q: Can I undo a switch after confirming?

A: The system does not provide an automatic undo. You can perform another switch to return users to their original positions.

Q: Will switching users affect payroll or time tracking?

A: The switch updates the schedule assignment. Departments should confirm how payroll rules apply to the updated positions.

Q: Does the switch create a system log entry?

A: Changes to the Shift Board are typically recorded in the System Log if your department tracks scheduling changes.