How do I enable shift swapping? (Mobile)

Modified on Tue, 23 May 2023 at 01:28 PM

Plans:A Little Bit ShiftieVery Shiftie
Permissions:EmployeeSchedule ManagerSystem ManagerFull Access 

You're on the Mobile version of this article. To view the Desktop version see How do I enable shift swapping? (Desktop)

Want to allow your team to swap shifts between one another, allowing everyone to end up with a schedule to suit them? You're in the right place. 

Worried that that way lies madness, chaos, and a ruined schedule? Not a problem; you can require a manager to sign off any swaps before they're confirmed, double-checking shift costs and weekly working hours just to be safe.

1. Head over to the settings page by clicking on the 'More' button at the bottom of your screen and selecting 'Company Settings' from the list. 

2. Open the Scheduling dropdown and select the 'Settings' tab.

3. Enable the toggle labelled 'Allow employees to swap shifts'.

4. Select whether or not you want swaps to be sent to a manager for approval once they've been agreed between employees, or if you're happy for employees to arrange them without supervision. 

5. Set a shift swap cut-off time; this will be how long before a shift starts that an employee is still able to swap it. For instance, you might decide that employees can only swap shifts up to 24 hours before the shift is due to begin.

6. Once you're happy with the settings click the Save button at the bottom of the screen.

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