Team members can trade shifts with each other. There are three different ways:
Trade a shift: Team members swap shifts with each other. So team member A works team member B's shift and vice versa.
Find a substitute: One team member takes over the shift from the other team member.
Open shift: As a manager, you can send a pick-up request for an open shift that team members can sign up for.
In the Planning settings, you can determine whether your teams' trade requests can be approved automatically.
Who can take over a shift?
A team member can take over a shift if:
That team member is part of the same team as the team of the shift or if the function of the shifts corresponds with the function that the team member has.
That team member is not scheduled to work yet during those hours.
Where can you find the trade requests?
There are several places within Eitje where you can see the trade requests:
View Planning per team: you can recognise a trade request by the trade icon next the team member's name. If there is a red exclamation mark in the trade icon, it means that the request is ready to be processed.
View Planning per team: you can recognise the trade request by the text ''Open trade request''.
View Planning as table: if the column 'Trade requests' is added to the table, you can see if a shift is traded or not.
For each view, you can also filter the trade requests: Click on 'Status' > 'Trade requests' at the bottom of the page. This will show you the shifts that have been exchanged or for which an exchange request has been requested.
On the home page: under the 'Communication' button, you can see all open trade requests that need approval under the heading 'Management on the right-hand side.
Manage trade requests on the web version
You can manage the trade requests directly in the schedule. By clicking on the trade icon, you will open the information of the trade request. If a team member has accepted the request, all you have to do is click 'Schedule' to approve the trade.
Manage trade requests in the app
You can also manage the requests via the app. You can only do this if you have the Manager or Admin role at that venue.
Go to Menu > Requests > Approve trades.
Click on the request.
Click 'Accept request' to approve the trade.
⚠️ Note: In case of taking over a shift, you must first select a team member to see the 'Accept request' button.
