Shift swaps give your employees the flexibility to trade shifts with teammates when they cannot attend a scheduled shift but still want to work another day.
Enabling shift swaps
To allow employees to request shift swaps:
Go to Settings → Swap & Release
Toggle on Allow staff to request a shift swap
Decide whether swaps should be:
Auto-approved, or
Manually approved by you or your admins
How shift swaps work for employees
Employees can request to swap a shift when:
They share the same position as the teammate they want to swap with
The swap takes place in the same week
The shifts can be at different times or in different locations
The approval process
The employee opens the shift they cannot attend and selects Swap Shift.
They choose a teammate and the shift they’d like to switch with.
An approval request is sent to the teammate first.
If the teammate accepts and manual approval is required, the request is then sent to the account admins.
Once approved, the shifts are automatically updated in the system for both the admins and employees.
If the request is declined by either the teammate or the admin, the original shifts remain unchanged.
Where to find swap requests
You can review pending swap requests in the Requests pop-up page by clicking the airplane icon at the top-right of the screen.
