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. 




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