When you and a teammate agree to swap shifts, this quick form helps make it official. It keeps everyone aligned, makes approval fast, and ensures smooth scheduling for the whole team.
🪜 How to Do It
Access the Form
Open the Official Schedule Swap Agreement FormComplete the Required Fields
Swap Requester: Select yourself or the person initiating the swap.
Start Date: Choose the date the new schedule begins.
End Date: Choose the date the schedule swap ends.
Person Who Accepted the Swap: Select the teammate agreeing to take your shift.
3. Submit
Click Submit once all required fields are filled in.
✅ Once Submitted
A manager or scheduler will review and validate the request.
A confirmation message will be sent via Slack to both parties.
The approved swap will be logged for internal scheduling reference.
💡 Why It Matters
This form helps the team:
Avoid misunderstandings caused by informal or undocumented swaps.
Ensure all shift changes are visible and traceable.
Maintain accurate coverage and scheduling documentation.
📚 Useful Resources
📝 Shift Swap Request Form (ClickUp)
Use this to request a shift swap—include your teammate’s name, your shift details, and proposed timing.
🛑 This SOP is for internal operations and should not be shared with clients or mentioned externally.