To enable shift swapping, go to Payroll Settings, Rostering, and turn on “Employees can swap shifts that have been assigned to them”.
You can set how many hours prior to the shift starting that they can swap the shift and you can chose if manager approval is required. Once the above has been enabled, the shift swap workflow is as follows:
Managers can still control the process by:
There are 2 notification settings that managers can switch on to receive email alerts:
At a business level, you can set the cut off period where an employee can no longer swap a shift. If the setting prescribes that a shift can be swapped up to 48 hours before the shift commences, employees will be prevented from swapping a shift the day before the shift commences.
This can be done via Payroll Settings, Rostering.
Another business level setting is choosing what level of manager approval will apply regarding shift swapping. The options are:
These approval settings are configured via Payroll Settings, Rostering.
When a manager rejects a shift swap, they will need to enter a reason. Both employees will then be notified and the shift will remain assigned in the roster to the original employee.