Requesting a Shift Trade

Requesting a Shift Trade

Purpose

  1. To explain how to request a trade in the Scheduling Module.

Video 



Directions 

1. Click on Scheduling > Shift Trades.






2. The next months worth of dates will appear. You can change the date range by clicking Start Date and End Date in the upper left hand corner. Select the date that you want to trade. 


The next months worth of dates will appear. You can change the date range by clicking Start Date and End Date in the upper left hand corner. Select the date that you want to trade.



3. Type who will approve the request.


Type who will approve the request.



4. You can submit a request to trade to Qualifiers, Groups and Individuals.


You can submit a request to trade to Qualifiers, Groups and Individuals.



5. If sending to one individual, you can perform a Reciprocal Trade. 
Notes
INFO: Reciprocal trades allow you to choose the date they will work for you, as well as the date you will work for them all in one request.


If sending to one individual, you can perform a Reciprocal Trade.



6. Clicking the Date will bring up a monthly view of dates the individual is scheduled to work. Choose the date you will be working for them.


Clicking the Date will bring up a monthly view of dates the individual is scheduled to work. Choose the date you will be working for them.



7. Add any notes, and click Submit Request when done.


Add any notes, and click Submit Request when done.



8. If needed, you can submit a trade without the Reciprocal Feature turned on as well. 




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