How to enable shift swaps

Summary: Where permitted, employees can currently swap shifts without the manager being notified. This is being extended to ensure the manager of the shift is notified of the swap.

  1. Click on ⚙️
  2. Select Company Settings from the dropdown menu
  3. Choose Roster from the left sections
  4. Scroll down to Shift Swaps and click on the down arrow
  5. Toggle on Staff Can Swap Shift
  6. Pick an Swap Shift Management option
    1. Employees can swap without notification
    2. The publisher of the shift gets notified
    3. The publisher of the shift has to approve
  7. You can set swap restrictions by picking one or more Swap Restrictions option
    1. Position
    2. Department
    3. Location
    4. Group