Shift swaps are simple: If Joe Smith doesn’t want to work the shift that he is currently scheduled for, he can “give up” his shift, and another employee can “pick up” that shift. Then, a manager can approve or deny the swap. Of course, Joe is notified that he is still responsible for the shift until the swap has been approved by a manager and he has been notified.
You can view shift swaps either through the Schedules tab or through your “Today” page. After viewing shift swaps, you can accept or deny shift swaps, and you can also leave a message to the employee regarding the approval or denial of the swap. TimeForge also has alerts which will email managers (or staff members) which shift swaps are available, or need to be reviewed.
View open “shift swaps”.
“Open Shift Swaps” can be seen on the manager’s “Today” page on the day of the assigned shift. Click on the “Open Shift Swap” to view and approve it.
Approve or deny the “Shift Swap”.
“Pending Shift Swaps” can be seen from this page. Managers can determine potential cost difference in approving the swap, as well as whether the swap will violate the number of maximum hours assigned to the employee who is picking up the shift. Click “Approve” to approve the shift swap.
Finalize the “Shift Swap”.
The final step in approving a shift swap is confirming that you wish to approve the swap. When the final approval window pops up, you can even enter a message explaining why you approved or denied the shift swap. Click “Continue” to finalize the swap.
Tomorrow, we will discuss availability requests.
Accept or decline swaps from the “Shift Swaps” page.
Alternatively, you can view all pending shift swaps directly from the “Shift Swaps” page.
- Hover over the “Schedules” tab
- Click “Shift Swaps”.