Step-by-Step Shift Trades in ShiftPlanning - Online Employee Schedule Software | Workforce Management – ShiftPlanning.com

Step-by-Step Shift Trades in ShiftPlanning

In addition to being a schedule maker, ShiftPlanning has a built-in Trade Management system that allows employees to handle their shift swaps electronically. Managers facilitating these type of shift changes often wastes both time and money. With Shiftplanning, managers can quickly monitor and approve online tradeboard activity with minimal involvement. Employees enjoy the ability to collaborate […]

In addition to being a schedule maker, ShiftPlanning has a built-in Trade Management system that allows employees to handle their shift swaps electronically. Managers facilitating these type of shift changes often wastes both time and money. With Shiftplanning, managers can quickly monitor and approve online tradeboard activity with minimal involvement. Employees enjoy the ability to collaborate with peers and handle drops and trades online as well. For a detailed introduction to shift trades in ShiftPlanning, please see the steps below:

Step 1: View the details of an upcoming shift

Once logged in to ShiftPlanning, staff can see “upcoming shifts” in the upper right hand corner of the dashboard. Next to each future shift, there will be a ‘details’ button where to option for trade requests can be found. Likewise, staff members can view ‘my schedule’ and access trade requests by clicking on any future shifts.

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Step 2: Select Potential Covers

After choosing the shift to put up for trade, staff members have the option to select the colleagues they would like to trade with. The list of potential covers will only be those staff eligible to work the shift (already assigned to the position).

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Step 3: Shift Trade Settings

ShiftPlanning allows for shift trades to either be the full responsibility of employees or to be managed entirely by the scheduler with two levels of approvals. Managers are able to approve the potential covers and/or finalize the trade.

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Step 4: Shift Trade Requests

Within the ‘requests’ tab, managers can see the tranactions needing approval and accept or reject collaborators and/or finalize the trade. Employees can view their trade requests.

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Step 5: Shifts Available for Pick-up

Upon logging into ShiftPlanning, employees can see on the dashboard if there are shifts available for them to pickup. They can also view available shifts from visiting the ‘requests’ tab and navigating to “shift trades”.

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Step 6: Dashboard Alerts

Managers can see needed approvals upon login to the application. Alerts are visible next to a yellow bar.

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Step 7: Reporting

Clients can track activity around shift trades in the “Shift Exchanges” section of the reports tab. The report will show the number of given, requested, or granted trades for each employee.

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Managers interested in Shift Trades can learn more in the video and tutorial here. How is your organization using shift trades?

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