Need to make a last-minute staffing adjustment? With Swap Shift, managers can instantly exchange employees between shifts directly from the scheduling experience - no manual reassignment, no overbooking, and no extra steps.
Whether you're covering an absence, balancing staffing levels, or moving employees between fully booked shifts, Swap Shift makes it quick and easy.
Where can I access Swap Shift?
You can start a swap from two different places:
From an Employee Slot
Open the employee slot.
Click Move Employee.
Select Swap Employee.
The selected employee will automatically be set as the employee you want to swap.
From a Shift Header
Open the shift.
Select Swap Mode.
From here, you can choose both employees manually.
How does it work?
Once Swap Shift is open:
1. Select the employee to move
On the left side, choose the employee you'd like to move to another shift.
2. Select the employee to swap with
On the right side, choose the employee who will exchange shifts with them.
3. Complete the swap
Click Swap.
That's it! The employees will instantly exchange shifts.
Smarter swap selection
To help you find the right employees faster, Swap Shift includes:
Search and filtering options on both sides
Employee grouping for easier navigation
Shift lists for quick selection
Automatic position matching when relevant
Clear indicators for employees who are running late
Important to know
⚠️ Employees will receive a shift change notification, just as they would for any regular schedule update.
⚠️ Attendance data remains intact throughout the swap process.
Why use Swap Shift?
With Swap Shift, you, as a manager, can:
Make real-time staffing adjustments
Resolve fully booked shift situations
Reallocate employees quickly
Avoid creating overbooked shifts
Keep schedules accurate with minimal effort
Swap Shift gives you more flexibility and control, helping you react to staffing changes in seconds.
Want employees to request Shift Swaps themselves?
Go to Settings → Scheduling & Timesheet.
Scroll down to Swap & Release.
Enable Allow staff to request a shift swap.
Choose how swap requests should be handled:
Automatically approved - swaps are processed as soon as the selected teammate accepts the request.
Manually approved - swaps require approval from an account admin after the teammate accepts.
How Shift Swaps work for employees?
Employees can request a shift swap when:
They share the same position as the teammate they want to swap with.
Both shifts take place within the same week.
The shifts may be at different times or locations.
How Swap Requests Are Approved?
Once an employee submits a swap request, it is first sent to the selected teammate for approval. If manual approval is enabled, the request is then sent to an account admin
Once approved, the shifts are automatically updated. If the request is declined by either the teammate or an admin, no changes are made.
Where to find Swap requests?
You can review and manage pending swap requests from the Requests window by clicking the paper airplane icon in the top-right corner of the screen.
