This article explains how to request, approve, or deny a shift swap in the mobile app. Shift swapping allows employees to exchange scheduled shifts with eligible coworkers while keeping schedules accurate and fully auditable.
The process supports two scenarios:
Donating or giving away a shift to an employee who is not scheduled that day.
Exchanging shifts with another employee who already has a scheduled shift.
Before You Begin
The following prerequisites must be met before employees can swap shifts:
Shift Swap and Drop rules are configured and enabled at the company, group, or employee level.
Required workflows for shift swap approvals are active.
Employees meet the eligibility rules defined in the configuration.
For setup instructions, see Configure and Manage Shift Swap and Drop.
Request a Shift Swap
To request a shift swap:
Go to My Portal > Schedules > My Schedules and select the shift you want to swap.
Select one of the following options:
Donate or Giveaway — Displays employees who do not have a scheduled shift on the same day. This option opens the Employees tab.
Exchange Shifts — Displays employees who already have a scheduled shift that can be exchanged. This option opens the Schedules tab.
Select the employee you want to swap with.
Review the shift details.
Submit the request.
The selected employee receives a notification that a shift swap request requires action.
Approve or Deny a Shift Swap
To approve or deny a shift swap request:
Open the shift swap notification.
Review the shift details, including the date, time, and location.
Select one of the following actions:
Approve — Completes the shift swap.
Deny — Rejects the request and leaves schedules unchanged.
After the Request Is Approved
When a shift swap request is approved:
The original shift is removed from the requesting employee's schedule.
The new shift is assigned to the appropriate employee.
Both employees receive notifications confirming the schedule change.
Important Information
Approval requirements depend on the configured workflow and may include employee approval, manager approval, or both.
Only eligible employees appear in the Employees or Schedules selection lists.
Approved changes are reflected immediately in employee schedules and the Scheduler.