Trade shifts with another agent

Good news, you can go to the pirate convention after all! It’s too late to ask for time off, but you can still trade shifts with someone. To trade shifts with a specific person, go to Trade shifts with a specific person. To offer to trade shifts with anyone who is interested, go to Post a shift for public trade.

Trade shifts with a specific person

You’ve talked with a coworker, and she’ll trade shifts with you so that she can go to the superhero convention. Send her a shift trade request to make this trade official. (The talking part is optional.)

  1. Click Requests in the top menu.
  2. Click Shift Trade Request.
  3. Click the calendar icon and select the day you are trading away. A list of people you could trade with appears.
  4. Click the person you are trading with. Your schedule for the week appears side by side with the other agent’s schedule, with the day of the shift trade selected.
  5. (Optional) If you are trading multiple shifts, select additional days. Otherwise, skip this step.
  6. (Optional) Enter a Subject and a Message for your request. The other agent will see these.
  7. Click Send. The trade request appears in your list of requests with the status New.

Your request goes to the other agent’s Requests page. When the other agent accepts your request, its status changes to Approved (if the system approves trades automatically) or Pending (if a supervisor needs to approve the trade). You might need to refresh your browser to see the status change.

If the other agent denies your request, its status changes to Denied.

Post a shift for public trade

There has to be someone who can trade shifts with you so that you can go to the pirate convention. Post your request to the shift trade board to let anyone who is interested trade with you. The agents who can see your requests and the level of detail they see vary depending on how your system is set up.

  1. Click Requests in the top menu.
  2. Click Post Shift for Trade.
  3. Select the date, time, and type of shift you want under I want a shift that matches the following conditions. If the shift you want ends after midnight, select Next day. Otherwise, leave this box unchecked.

    NOTE   The times do not need to match an exact shift. For example, if you would accept any shift with work hours between 8:00 am and 10:00 pm, select those times as the start and end times.

  4. (Optional) Select the deadline for other agents to responds to your trade from the Shift trade offer valid to calendar. By default, this date is the day before the shift you want.
  5. Click Save. Your request list opens with your post in Pending status.

Agents whose shifts fall within the date and times you selected will see your trade offer. When another agent accepts your request, the trade might be automatically approved, or it might need to be manually approved by a supervisor.