Managing Shift Trades

Managing Shift Trades

Purpose

  1. In this article, we will learn how to:
    1. Select the proper permissions for managing Shift Trade requests. 
    2. How to approve/deny Shift Trades. 
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 



Directions 

  1. Shift trades require approval prior to the individuals being able to work the trade.  
  2. The Shift Trade must first be created and accepted between the two individuals who will be switching shifts. 
    1. Once Accepted, it will be sent for approval to confirm that they are allowed to switch shifts. 
  3. To review pending Shift Trades that require approval/denial, navigate to Personnel > Shift Trades > Review

                  

  1. You will notice that the Shift Trades section, as well as the Review section both have a red number   in the upper right hand corner. 
    1. This acts as a notification that tells you a shift trade needs to be approved or denied
  2. From here, you can select Approve, Deny, or view History.


Approve/ Deny 

  1. When you are ready to approve or deny a shift a shift trade, select the appropriate button. 

      
      
  1. No additional pop-up windows will appear and the trade will disappear from the Review section when the button is clicked
    1. To confirm that the task was completed successfully, you should see a green box in the bottom left corner of your screen.

      


History 

  1. The History button allows you to view the history of the Shift Trade before you approve/deny it. 

      

  1. A few key things to note within the History section: 
    1. Requested date of shift trade. 
    2. The duration of the shift trade. 
    3. The rotation that the requestor is currently assigned to. 
    4. The apparatus that the requestor is assigned to.
    5. The date/time when the request was created
    6. The date/time the request was accepted by the person who will be working. 

      


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