Trading a Shift

Use the SwapBoard window to trade your shift or offer to trade for another shift an employee has placed on the SwapBoard. When you arrange a trade, each employee works the other employee's shift. The transaction is a trade.

Important: You place a shift on the SwapBoard from either the My Schedule window or the Calendar window. Once a shift for trade displays on the SwapBoard, you can check and see whether or not you can accept a trade.

To Offer a Shift for Trade:

1. Go to the My Schedule window or the Calendar window and select Swap for the shift you would like to trade.
   Swap window displays.
   Note: You can choose to trade a shift whether or not it is approved. However, you are responsible for the shift until it is traded or claimed.

2. Select the radio button for Trade or Either, highlighting the button.
   Note: If you select Either, it means you will swap the shift or trade it.

3. Select a Reason using the drop-down list.

4. Type a Comment.

5. Select a time to Offer a Deadline or accept the default that displays.

6. Select Swap With: Anyone or a specific employee.

7. Select Save.
   displays in the Actions column for the shift you want to trade. The shift is added to the SwapBoard, but it is still your responsibility until you accept a trade.

To Offer to Trade Shifts:

1. From the SwapBoard window, select .
   Trade window displays shift information and checks to see whether you can offer a trade.
   If Yes, displays.

2. Select .
   The Make an Offer window expands and displays your shifts.

3. Select Specific Shift using the drop-down list.
   Offer Check criteria display to see whether this offer works for the other employee's schedule.
   Note: If the checks are not positive, i.e., NO instead of YES, you should search for a better match. Keep selecting shifts until you find one that is positive, where all answers are Yes.

4. If Yes, select .
   Note: Before there is a change to your schedule or to the employee's schedule who is offering to trade, the employee must accept the trade.

To Accept a Traded Shift:

1. Go to one of the following windows and select the shift you want to trade: Calendar, SwapBoard, or My Schedule.

2. Select .
   My Trade window displays the shift you want to trade and details of the employee's Offer.

3. From this window, you can either the shift or the offer.

4. Select to continue with the trade.
   Offer window displays and checks the offer.

5. If checks are positive, you can either Swap to accept the offer or Decline.

6. If you select Swap, an Offer window displays Completed.

7. Select Close and Refresh Screen.
   My Schedule window and Calendar window display the switched shift in your schedule as approved and remove the traded shift.