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:
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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. -
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. -
Select a Reason using the drop-down list.
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Type a Comment.
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Select a time to Offer a Deadline or accept the default that displays.
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Select Swap With: Anyone or a specific employee.
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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:
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From the SwapBoard window, select .
Trade window displays shift information and checks to see whether you can offer a trade.
If Yes, displays. -
Select .
The Make an Offer window expands and displays your shifts. -
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. -
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:
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Go to one of the following windows and select the shift you want to trade: Calendar, SwapBoard, or My Schedule.
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Select .
My Trade window displays the shift you want to trade and details of the employee's Offer. -
From this window, you can either the shift or the offer.
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Select to continue with the trade.
Offer window displays and checks the offer. -
If checks are positive, you can either Swap to accept the offer or Decline.
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If you select Swap, an Offer window displays Completed.
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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.