Managing Shift Trades

Managing Shift Trades

Purpose

  1. To explain how to manage shift trade requests as a supervisor. 

Video 


Directions 

1. Click on Scheduling > Shift Trades.






2. Click on Review.


Click on Review.



3. Here you can see any pending trade requests, as well as trades that you need to manage. 






4. To ensure that you understand the trade before managing, click Details. 







5. This will tell you:
  1. The date they want to trade. 
  2. The duration of the trade.
  3. The Rotation of the trade.
  4. The Assignment. 
  5. Who they are trading with. 






6. If it is a Reciprocal Trade, you will see two dates. These dates are when the individuals want to trade. 
Notes
NOTE: Reciprocal trades allow for the user to choose the date they want someone to work for them, as well as choose the date they will work for that individual, all in one request. 






7. When you are ready to manage the trade request, click Approve or Deny based off of your decision. 




    • 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. ...

    • Manually Adjusting Call Shift Rankings

      Purpose Statement This feature allows administrators and supervisors to manually override automatic call shift rankings when needed. Background Information Call shift rankings typically operate on automated systems such as seniority-based rotation or ...

    • Submitting Shift Trades from My Shifts

      Purpose 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. 3. Click on Request Shift Trade. 4. Determine: Who will ...

    • Sending Shift Reminders

      Purpose To explain how to send shift reminders. Shift reminders can be sent when you've moved a individual to another assignment, allowing them a heads up of this move. Video Directions 1. Navigate to Scheduling > Shift Board. 2. Determine who you ...

    • Shift Board Settings

      Purpose Statement Configure and customize the shift board display and operational settings for your department Control how shifts are viewed, managed, and validated across the scheduling system Set up approval workflows and automation rules for ...