Step 01 - Navigate to the Roster module. By default, you will be taken to the Roster Schedule view for your assigned location. This view displays the weekly schedule for your team. 

Step 02 - To request a shift swap, first select the shift you wish to exchange with. Then, click on the three dots (⋮) menu located in the bottom right corner of the selected shift's window.

Step 03 - From the menu that appears, click on the "Swap" option. This action will enable the swap request process.

Step 04 - Upon clicking, the Swap Your Shift window will appear. 

This window displays a list of available co-workers whose schedules allow them to potentially take your shift. Search and select from the employee list to find a suitable employee to swap with.

Note - A shift swap request will be automatically canceled once the shift start time is reached.

Step 05 - Once done, click on the Send Swap Request button.

Step 06 - Once a shift swap request has been initiated, you will see a swap icon appear in two places.

After sending the swap shift request, if you perform any of the following actions,

• Reassign or Unassign a Requester’s Shift
• Reassign or Unassign a Recipient’s Shift
• Delete a Shift involved in a Shift Swap request 
• Change the Shift Group
• Change the Shift Time (note: changes to break time do not trigger this) 

A confirmation screen will appear. Click Yes, Proceed to continue.

To cancel a swap request after initiating it, simply click on your shift window in the roster. 

Click on the "Cancel Request" option to withdraw your request.

Note - If you cancel a Shift Swap Request or modify a shift involved in a Swap Request, the swap request is removed from both parties' systems in real-time.

Step 07 - Once you have submitted a shift swap request, the employee you selected will be notified, and they can view the request by clicking on the notification icon (bell) in the header. 

Step 08 - Click on "View Details" within the notification to open a detailed view of the swap shift request.

Step 09 - You can accept or decline the request. The employee who requested the shift swap will be notified accordingly.

Step 10 - You will now see that the employee you requested to swap with has declined the proposal. The requester will automatically receive a notification informing them that their swap request was not accepted. 

Step 11 -If the employee accepts your swap request, you will be notified. 

Note: Shift managers can also Accept or Decline shift swap requests for employees assigned to their shift group. 

Upon acceptance, the roster schedule will automatically update to reflect the change—your shift will be assigned to the other employee, and their shift will be assigned to you. 

Note - When a shift swap request is accepted, all other swap requests related to the two associated shifts will be automatically canceled.

Both employees will see the updated shifts in their respective schedule views.