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. ...
    • Scheduling > Call Shifts > Responding to Job Board Postings

      Responding to Job Board Posts Purpose Statement Apply for available shift vacancies and assignments posted on the Job Board by viewing details and submitting responses through the Fire/EMS scheduling system Background Information The Job Board allows ...
    • Scheduling > Call Shifts > Posting to the Job Board

      Posting to the Job Board Purpose Statement Create and publish shift vacancies and assignments to the Job Board, where personnel can view and apply for available opportunities within the scheduling system Background Information Posting to the Job ...
    • 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 ...
    • Initiating a Mandatory Force from the Shift Board

      Purpose Statement Guide Scheduling Admins on how to initiate a Mandatory Fill from the Shift Board to ensure critical shifts are staffed when voluntary responses are insufficient. Supports compliance with minimum staffing requirements and operational ...