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 Shift Trades

      Purpose In this article, we will learn how to: Select the proper permissions for managing Shift Trade requests. How to approve/deny Shift Trades. IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the ...

    • Call Shift Settings Overview

      Purpose To give a overview on Call Shift settings. Video Directions 1. Click on Scheduling > Setup. 2. Click on Call Shift Rules. 3. Click on Settings. 4. Here you can: Toggle on or off the candidate method. Toggle on the ability to manually charge ...

    • 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 ...

    • Updating Trades Register

      Purpose To explain how to manually update the shift trade register. IMPORTANT: Updating the register will not put individuals off on a trade on the Shift Board. It is only to be used to manually change the balance of hours that an individual owes or ...

    • Manually Adjusting Call Shift Rankings

      Purpose To explain how to manually adjust call shift rankings. Video Directions 1. Click on Scheduling> Call Shifts. 2. Click on Ranking. 3. This qualifier is set up to show a rotating or seniority based list. To manually adjust a individual, select ...