My Shifts

To view your Shift information, select the duration of time you want to view (day, week, month) in the upper left-hand corner of the page. Select the date you want to display information around. Shift information will display in chronological order and will include the Location, Date, Start, End, Breaks (if required), Station (Position), Hours and other relevant information.

You can sort, filter, and group the shift data using the column headers.

Depending on your organization’s rules, you may be able to Swap or Split an upcoming shift. Select your preferred Action in the last column of a shift.

Swapping Shifts

Posting a shift to the Swapboard makes it available for others to claim. To exchange shifts with another employee, the posting must be designated a trade. When swapping or trading out shifts, they remain on you schedule until a swap is completed.

1. Click Swap in the Actions column
2. Select Swap, Trade, or Either for the type of swap
3. (Optional) Select a specific employee to offer shift to
4. Click Save

Splitting Shifts

If you wish to give up a portion of a shift and retain the rest, the shift must be split. Splitting a shift creates one or two new shifts (depending on the split times). Any of the shifts can then be posted to swap independently of the others.

1. Click Split in the Actions column
2. Select a time to split (its the end and start time of the two shifts that will result)
3. Click Save

Approving Shifts

If shift approvals are enabled, you can click the OK? button to approve the shift. This marks the shift with an OK tag for managers to see. Once a shift is approved it cannot be un-approved.

Open a Shift

Click the Open button in the Actions column to load a new page with shift information. If the shift's location or client has address information, it will be listed.

Depending on configuration, several additional actions might be available from the Open Shift page. These include:

• Cancel - inactivate the shift
• Remove - unassign yourself from the shift