Requesting a Shift Trade

Requesting a Shift Trade

Purpose

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

IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access the Scheduling Module. 

Video 




Navigation

  1. To request a trade, navigate to the Personnel Module and select Shift Trades.




  2. Your initial view will be the Request panel.

  3. On this page, you'll see the Trade Start Date autopopulate with the current date and the Trade End Date is automatically set for 10 days later. You can change both fields to update the date range you wish to request a trade.

  4. The nifty rectangles in the middle section show you the days you're scheduled to work during and are available to trade (only dates within the date range selected in Step 3 will appear). 

  5. Next, go ahead and choose one or more dates you'd like to trade by selecting the check circle(s) below the date.



  6. Details for each date now appear. Select Full or partial trade (hours).

  7. Select one or more personnel or groups you wish to send the trade request to.

  8. Enter any Notes.

  9. Select Submit Request. Nice job...you've just completed a trade request!



  10. To check the status of a trade request, select the History panel.
    IMPORTANT: The example below shows an admin view. As a user you will ONLY be able to see the status of your trade requests.





  11. To see the balances of hours you owe and the hours others owe you, select the Register panel.




  12. To see additional details, select the "eye" icon. the red arrow indicates the person worked a trade for me. A green arrow indicates you worked a trade for them.









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