Trade Shift Request - EZShift Scheduling Software

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Trade Shift Request

Request to trade a Shift with a co-worker, by transferring a Shift to a co-worker, and receiving a Shift in return.

To Request a Shift Trade:

  1. Login to the Employees WebSite (to login to the Employees WebSite, goto the staff WebSite).

    The Main tab of the Homepage window opens.

    Figure 11-25 Homepage Window

    images/16_Outbox_Main00321_1.gif 

  2. Select the My Schedule tab.

    Figure 11-26 Homepage Window

    images/1_My_Schedule_1.gif 

  3. The Swaps System pane opens.

    Figure 11-27 Homepage Window

    images/2_Swap_1_1.gif 

  4. Select Trade Shifts in the Swaps System pane.

    Figure 11-28 Homepage Window

    images/3_Trade_1_1.gif 

    The Trade one Shift for Another field opens.

    Figure 11-29 Homepage Window

    images/4_Trade_2_1.gif 

  5. Scroll down the Swaps System pane to the Schedule, and select the required Shift to transfer to a co-worker, by standing on the Shift and clicking.

    Figure 11-30 Homepage Window

    images/5_Trade_Schedule_1.gif 

    The selected Shift to transfer to a co-worker appears in the Trade one Shift for Another field.

    Figure 11-31 Homepage Window

    images/6_Trade_3_1.gif 

  6. Scroll down the Swaps System pane to the Schedule, and select the required Shift to receive from a co-worker, by standing on the Shift and clicking.

  7. The selected Shift to receive from a co-worker appears in the Trade one Shift for Another field.The co-workers name appears next to the selected Shift.

    Figure 11-32 Homepage Window

    images/7_Trade_4_1.gif 

  8. Select Send.

The Trade Shift Request is sent to the selected co-worker. The Trade Shift Request appears in the Swaps field of the Main tab (see View, Accept or Reject Shift Swap Requests).

NOTE: To cancel the Trade Shift Request, select the Click here to Cancel the Request option.

Figure 11-33 Homepage Window

images/8_Trade_Cancel_1.gif 




See also:

Transfer Shift Request
Request to Receive a Shift