The Shift Exchange Wizard is used to exchange schedules between two employees.

 

IMPORTANT: Employees involved in a Shift Exchange must both be scheduled on the days to be exchanged.

 

Access the Wizard:

 

▪Select the Schedules menu.

▪Select the Wizard menu.

 

 

From the Wizard menu select Shift Exchange.

 

 

 

The following menu will appear:

 

 

Please note the Include in OT Restrictions tick box.

Unchecked means that the hours gained by the exchange will NOT contribute towards overtime.

 

▪Click in the Employee Requestor window to activate the Employee Panel.

 

 

▪Click on the Employee.

▪Click Apply.

 

 

▪Click on the Date window. The employee's scheduled days will appear bold. In our example we will select February 24th.

▪Click Submit.

 

 

▪Do the same for the second employee of this exchange.

▪Click Submit.

 

 

The Shift Exchange will be processed right away and appear on the schedule(s). See the employees' Active Schedule.

 

 

 

 

Go to Top of Page