Deals are a powerful way to manage and trade shifts in a flexible and organized manner. Below are some common use cases and questions to help you better understand how this feature works.
Please note that you can not make a deal for past shifts. You will get an error message as shown below:
Can I offer the same shift to several people at the same time?
Yes, you can offer the same shift to multiple people simultaneously by creating separate Deals for each of them. This is especially useful when you're unsure who will be available or most likely to accept.
When you create multiple deals for the same shift:
Each recipient will see the offer as if it was only sent to them.
The system will keep all the deals open until one of them is accepted.
Once one person accepts the trade, the system will automatically cancel the other pending deals for that shift, preventing double booking.
What happens with the other trades of the same shift when one person accepts it?
They automatically disappear from the Bazaar once someone accepts the shift.
Can I cancel a trade that was offered or proposed to me?
Yes, simply click on "View deal" in the Bazaar tab. After that, click on "Cancel Deal".
What happens if I never accept the trade?
The shift won't be assigned to the proposed recipients and will remain unchanged in the published schedule. Only approved trades will take effect.
Make sure to check the Bazaar for available deals. You can filter by shift or associates.
Please note that the old versions of "take a shift" and "give up a shift" are no longer available. To manage these requests now, you will need to navigate to the Available Deals section and select the specific deal you are interested in.
From there, click on "Make an offer." You will then be able to define your request: choose "Offer nothing in return" if you simply want to take the shift, or select the second option, "Offer shifts back," if you actually want to swap.
Only approved deals take effect:
A deal will only go into effect once it has been accepted by the recipient and approved by all necessary parties (if approvals are required). If approval is not completed, the shift swap will not be processed, and the original ownership remains unchanged.
A Few Additional Notes:
Deals are currently available both through the web version and mobile app version of the platform.
Activity Log: We're actively working to improve the activity log related to Deals for better visibility.
Admin Capabilities: Yes, admins can initiate deals on behalf of associates, offering an extra layer of support and flexibility.