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Submitting Shift Trades from My Shifts

Purpose Statement

This article explains how to submit shift trade requests using the My Shifts calendar within the Scheduling module. This process allows users to request single-day or multi-day shift trades directly from their assigned shifts.

Background Information

Shift trades are initiated from the My Shifts calendar and can be submitted from either the monthly or weekly view. The exact approval workflow may vary by department and can include required recipients, prefilled approvers, or no routing at all, depending on agency configuration.

Required Permissions

  • Scheduling – Access Scheduling
  • Scheduling – Access My Shifts
  • Scheduling – Access Shift Trades

Video

Step-by-Step Guide

 

Navigate to My Shifts

  • Click the First Due logo
  • Select Scheduling
  • Click My Shifts

 

 

 

Select the Shift Date

  • Use either the Monthly or Weekly view
  • Navigate to a date where shift trades are available
  • Click near the top of the shift date
  • Select Request Shift Trade

 

 

 

Complete the Shift Trade Request

  • Follow your department’s standard shift trade process
  • Select or confirm the recipient, if required
  • Indicate whether the trade is reciprocal
  • Add notes, if needed

 

 

 

Submit a Multi-Day Shift Trade (Optional)

  • Select the Multiple Selection option
  • Click each desired date (dates do not need to be consecutive)

 

 

 

  • Confirm selected dates (they will appear highlighted)
  • Click Done

 

 

 

  • Review the listed dates in the request

 

 

 

  • Submit the shift trade request

     

Best Practices

  • Confirm your department’s approval routing requirements before submitting
  • Add notes when clarification may be helpful for approvers
  • Double-check selected dates when submitting multi-day requests

Troubleshooting & FAQs

Q: Why can’t I request a shift trade on a specific date?
A: Shift trades may not be enabled for that date or shift type based on department rules.

Q: Can I submit a shift trade for non-consecutive days?
A: Yes. Multiple selected dates do not need to be consecutive.

Q: Why don’t I see a required recipient for my request?
A: Some departments do not require manual recipient selection, or the recipient may be preconfigured.