Submitting Shift Trades from My Shifts

Submitting Shift Trades from My Shifts

Purpose

  1. To explain how to submit a shift trade from the My Shifts calendar. 

Video 



Directions

1. Click on Scheduling> My Shifts.






2. Click on the date that you wish to trade with someone on.


Click on the date that you wish to trade with someone on.


3. Click on Request Shift Trade.


Click on Request Shift Trade.



4. Determine:
  1. Who will approve the request. (your department may have this pre-filled with a user, or not have this field at all.)
  2. If it is a partial or full shift.
  3. Who you will be trading with. 
Click Submit request when done.




5. You can also submit multiple days of shift trades. Select Multiple Select. 


You can also submit multiple days of shift trades. Select Multiple Select.



6. Choose the days you want to trade and select Done.


Choose the days you want to trade and select Done.



7. Select Request Shift Trade from the pop-up.


Select Request Shift Trade from the pop-up.



8. Fill in the trade information as we did above. 

​
Fill in the trade information as we did above.

    • Related Articles

    • Managing Time Off and Trades From The Shift Board

      Purpose Statement Guide Scheduling Admins on how to manage time off requests and shift trades directly within the Shift Board. Enables efficient approval, editing, and oversight of personnel scheduling changes to maintain operational coverage. ...

    • Responding to Call Shifts

      Purpose To explain how a individual can respond to Call Shift Notifications. Video Responding Via Text Message 1. A text message will be delivered notifying you of : The qualifier that has a vacancy (in this case, it is a test qualifier) The date ...

    • Call Shift Settings Overview

      Purpose To give an overview on Call Shift settings. Related Article Call Shift Notification Options Video Directions 1. Click on Scheduling > Setup. 2. Click on Call Shift Rules. 3. Click on Settings. 4. With the Candidate Method turned off, you can: ...

    • Creating a New Call Shift Rule

      Purpose To explain how to create a Call Shift Rule. Call Shift Rules determine how users will rotate on their Rankings Lists, as well as allow you to pre-build tiers for specific Call Shifts. Video Directions 1. Click on Scheduling > Setup. 2. Click ...

    • Managing Shift Trades

      Purpose To explain how to manage shift trade requests as a supervisor. Video Directions 1. Click on Scheduling > Shift Trades. 2. Click on Review. 3. Here you can see any pending trade requests, as well as trades that you need to manage. 4. To ensure ...