Shift Trades allow agents to request and trade shifts with other agents, with or without manager approval. Agents may offer to trade partial, entire, or all future repeating shifts.
To request a trade go to My Schedule, right-click on a shift you want to trade, and select Request Trade as shown here:
Important: If we don't select any of the given options and just request a shift trade, it means we want to trade full shift.
Once you request a shift trade, your shift goes to Shift Trades queue and becomes visible to all agents or only for the agents in the same default group as the requester depending on settings.
Other agents may offer to take the entire or only part of the shift and can offer their shift in return:
To complete the trade, requester receives notification and is required to accept or decline the trade proposal:
Depending on the settings, shift trade can be done with or without manager approval. To approve or decline the shift trade team admin is required to go to the Approvals page and review the trade request:
If an agent wants to take all future repeating shifts from another agent (I.e. swap their schedule for another agents schedule), he/she needs to offer to trade of ALL FUTURE shifts (for that repeating shift), the other agent also needs to offer in return that and all ALL of his/her FUTURE repeats. After both parties agree on a trade, then it goes to the approval queue like normal. After being approved, the shifts are swapped and all future shifts are updated.
If you have push notifications and emails enabled in the settings, both the agent that requesting and the agent that is offering the trade will get emails and notifications when a trade was proposed from both sides as well as when the trade is approved by the manager.