Ask The Wizard: How Do I Create A Shift Trade Request? - Online Employee Schedule Software | Workforce Management – ShiftPlanning.com

Ask The Wizard: How Do I Create A Shift Trade Request?

Scheduling is often a time-consuming task, and most scheduling managers spend even more time juggling employee shift trades and schedule changes for a multitude of reasons. In some businesses, employee shift swaps can be a daily headache for schedules who rely on old-fashioned methods of scheduling and contacting replacement staff members. The ShiftPlanning application not only streamlines the […]

Scheduling is often a time-consuming task, and most scheduling managers spend even more time juggling employee shift trades and schedule changes for a multitude of reasons. In some businesses, employee shift swaps can be a daily headache for schedules who rely on old-fashioned methods of scheduling and contacting replacement staff members. The ShiftPlanning application not only streamlines the initial scheduling process but also resolves shift trading issues with a built-in trade management / trade request system that allows employees to handle their shift swaps electronically, among themselves.

Any time an employee needs to trade shifts, they can easily request a shift trade within the trade shift window.

To do this, log into the ShiftPlanning application and you will see the ‘Dashboard’. On the right hand side, you will see the ‘Upcoming Shifts’ section. Under here, all of your upcoming shifts will appear in chronological order. Click on ‘Details’ to see more information about any given shift.

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When you click on ‘Details’, the shift window will appear. To request a shift trade, click ‘Request Trade’. To entirely drop a shift, click ‘Drop Shift’.
 
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You can also access this shift trade window by clicking on the shift on any day show on the schedule.

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From here, you will need to provide the reason you need to request a shift trade as well as indiciate which employees are available to cover the shift.
 
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Once the request is sent, your manager will be notified as well as the employees you indicated are potential covers for the shift.

We hope this feature helps both employees and managers! Rescheduling staff and adjusting schedules is simple and eliminates unnecessary confusion, while giving employees greater control over their schedule and saves managers time!

Happy Scheduling!

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