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🔁 Submit a Schedule Swap Agreement

Formalize shift changes in three simple steps

Camilo Aponte avatar
Written by Camilo Aponte
Updated over a month ago

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

  1. Access the Form

    Open the Official Schedule Swap Agreement Form

  2. Complete 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

🛑 This SOP is for internal operations and should not be shared with clients or mentioned externally.

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