Administrators can swap or reassign shifts using two primary methods: Deals or direct Shift Editing.
Swapping via Deals
Administrators can create "Deals" to hand off shifts. Once created, these open shifts become visible and accessible to team members in the marketplace.
Step-by-Step Instructions
Select the Shift
Click on the specific shift you want to move on your team calendar and select 'Make Deal'.
Assign the Audience
Targeted Offer: Choose the specific member to whom the shift should be offered.
Open Offer: Leave the selection blank to allow any qualified member to grab the shift.
Creation & Review
The deal will instantly appear in the Shift Bazaar. From there, the involved member(s) can choose to either accept or reject the swap.
đĄ Note on Shift Editing:
While Deals rely on member acceptance through the Bazaar, administrators can also use Shift Editing to manually change a shift's assigned member immediately without going through the marketplace approval process.
Swapping via Shift Editing
Shift editing allows an administrator to manually re-assign a shift directly from the team calendar view, bypassing the marketplace approval process entirely.
Step-by-Step Instructions
Select the Shift: Click on the specific shift on your team calendar that needs to be re-assigned to another colleague.
Choose a New Assignee: Open the drop-down menu and select the member to whom you want to assign the shift.
â ď¸ Navigating Scheduling Conflicts
When viewing the drop-down list of members, pay close attention to any warning signs appearing next to certain names. These icons indicate automatic scheduling conflicts, including:
Unfulfilled job requirements
Pre-approved vacations
Requested time off
To maintain an optimized and compliant schedule, avoid selecting members flagged with these warnings.
3. Save Your Changes: Click on "Update" to finalize and save your shift editing.
