Click on Approve or Decline the Shift Trade proposal.Click on Approvals on the left sidebar menu.To access the Approval page, please follow the steps below: Note: you need to have Admin Rights enabled within Agent Permissions to use this feature. To Approve or Decline the Shift Trade, a team admin must go to the Approvals page and review the trade request. Once the requester accepts the partial Shift Trade proposal, the rest of the available Shift hours will be visible for other agents to still place their Shift Trade proposals.ĭepending on the Schedule Settings, Shift Trades can be made with or without a manager's approval.
For those proposals that do not have the hours overlapping with the one that was accepted, the trade proposal will remain active and the requester will be still able to select it. Note: if there are multiple partial Shift Trade proposals and agent selects one of them, those proposals that have overlapping time with the one that was accepted by the requester will be automatically canceled and a notification will be sent to the agent whose proposal was canceled. Click on Accept or Decline the proposal.Click on the notification icon on the top right corner.To accept or decline the trade proposal, please follow the steps below: Once an agent who is willing to take the available Shift Trade submits a proposal, the requester of the Shift Trade receives a notification and is required to accept or decline the trade proposal. Submit the trade proposal by clicking on. Select one of your Shifts for the current week to offer in return.Ħ.Select the available Shift Trade from the left sidebar.Agents will see the Shift name, Start and End time of the Shift, date, and the requester of the trade.Īgents who would like to pick a Shift Trade should follow the steps below: Once submitted, the trade request will go into a trade queue on the left side of the Schedule page under the Shift Trades section. To accept such a trade, the other agent also needs to offer in return all of their future repeating Shifts. Important: requesting a trade of All Future Shifts means that you selected a Shift that is set to repeat. Right-click on the Repeating Shift you want to trade.To trade all repeating instances of a particular Shift, please follow the steps below: Type the Start and End time to indicate which part of the Shift you want to trade.
Right-click on the Shift you want to trade.If an agent only wants to trade part of their Shift, they should follow the steps below:
Important: if an agent doesn't select any of the given options from the pop-up, and just clicks on , it means that they want to Trade a Full Shift.