This will allow one to set up shift swapping, and the process by which a shift can be swapped.
Setting up Shift Swapping
Firstly, the rostering settings must be enabled correctly.
1. Navigate to Payroll Settings
2. Select Rostering
3. Under the Employee Permissions tab, ensure that the checkboxes are ticked for:
Employees can swap shifts that have been assigned to them
Shift Swapping
If an employee wants to swap their shift, because they are unavailable, this process will allow them to propose a shift swap with another employee.
1. The employee will need to log into either the Employee Self-Service Portal or WorkZone, and select the Swap option on the shift
2. They will then need to select an eligible employee from the list to swap with
3. Once that employee requests a shift swap, the employee nominated for the shift swap will receive a notification about the proposed swap
4. The employee taking on the shift will then need to log into their own employee portal (or WorkZone), and then select the Accept Swap button
5. The shift swap will then be provided to you for approval
Approving a Shift Swap
Once a shift swap has been proposed, you will then need to approve the shift swap.
1. You will need to navigate to the Employees section, then select Manage Employees
2. Select the Rostering option
3. Review the details of the shift swap, and select Approve if you wish to accept the shift swap
The shift swap will then be included in the roster.
