Swap a shift with a colleague

You can swap one of your shifts for a colleague's. Your colleague accepts first, then a manager or HR approves it, and the two shifts are exchanged on the roster.

Who can do this

Anyone whose account is linked to their employee record, outside the demo workspace. Both shifts must be after today.

Before you start

Your account must be linked to your employee record, and you need a shift on the roster in the next 60 days.

Steps

Ask for a swap

1. Open HR, then Shift Calendar under Attendance.
2. Find the Shift swaps card, under Ask for a swap.
3. In Your shift, pick one of your shifts.
4. In For a colleague's shift, pick the colleague and shift you want instead.
5. Add a Note (optional) if you want, up to 500 characters.
6. Click Ask for the swap. Your colleague is asked first, then it goes for approval.

Answer a swap someone asks of you

When a colleague asks you, the card says so. On the swap's row, click Accept or Decline.

Cancel a swap

While the swap is waiting for your colleague, you (the person who asked) can click Cancel, then Confirm. Once your colleague has accepted and the swap is waiting for approval, either of you can cancel it. This cannot be undone.

Common problems

• "None of your shifts in the next 60 days can be swapped right now." You have no shifts that can be offered.
• "One of you already works on the other day, so those shifts cannot be swapped."
• "One of those shifts is already in a swap that is waiting. Cancel that one first."
• "Both shifts must be after today."

Related

• Approve shift swaps
• Plan the weekly roster