Swapboard

The Swapboard's primary purpose is to list available shifts. These shifts can be claimed by employees, depending on additional checks and rules.

The Swapboard has three sections:

1. Counts - listing available shifts per day,
2. My Shifts - already assigned shifts, and
3. Available Shifts - open or posted shifts for claiming.

Clicking on any of the section headers will expand or collapse that section.

Viewing Counts

The Counts section has two views. One view shows three months of data in calendar form. The other view shows a single horizontal row with the same information.

The counts are color-coded in the views:

• Blue numbers are My Shifts
• Orange numbers and Available Shifts
• Green text represents Granted Leave
• Red alerts indicate swaps directed to "me"

Calendar View

Single Row View

My Shifts

This list offers the same information as the My Shifts page. It's provided for reference. However, you can perform the same actions on shifts including Swap and Split.

Available Shifts

Available shifts can be Claimed and added to your schedule. Click the Check button to start the process. Organizational checks and rules must pass before the shift can be claimed. If allowed, shifts can be split/checked as well to see if a portion of a shift is available.

Claiming a Shift

1. Click the Check button to open the swap checker
2. If enabled, click Claim to put the shift on your schedule

In the example above, the Global Availability shows a conflict but the shift can still be claimed. Other checks might prevent the shift from being claimable.

Split/Claim a Shift

For empty (unassigned) shifts on the Swapboard, you may choose to claim only a portion of the shift. To do this click the Split button on the initial check pop-up. This launches the Split/Claim pop up where you can choose the split time and the segment to claim.

1. Click Split to open new pop-up
2. Choose a Split Time in the first selector
3. Click Check for the portion you wish to claim
4. Click Claim

After clicking Check the results are listed and either Claim button will claim the shift.