Staffworks 2.0-Shift Swap Overview

Staffworks 2.0-Shift Swap Overview

Creating a Shift Swap



Shift Swaps/Trades

The shift swap/trades section allows the end user the ability to see a sub sections for the following information;
  1. My Swaps- all swaps the user currently has in the system that are approved and upcoming with another user. 
  2. Create Swap- where the new swap will be made either as a full shift, partial shift, or a give away. 
  3. Give Away- this allows users to view any potential give aways the user has available to switch with another user in the system. 
  4. Swap Balances- this will display current balances of hours the user owes another member or how many hours a member owes the user logged in. 


 Shift Swaps are available in multiple configurations to set the advanced notice for swaps, the number of supervisors required (One supervisor or both users’ supervisors), and can be required to be in the same workweek to reduce over time.  Staff are notified throughout the Swap Approval process and can view the status of the swap at any time.
  • Shift-For-Shift: User 1 and User 2 are swapping shifts.
  • Partial Shift Swap: User 2 will cover part of all of User 1’s shift and User 1 will “pay back” User 2 at a later date. Partial shift swaps can require User 1 to use Leave Time if desired.
  • Shift Give Away: User 1 will select one or more User Roles available and broadcast their intent to swap to these personnel.  Once a user accepts the request, the swap will function as a Partial Shift Swap.

Creating a "Shift for Shift" swap. 

  1. Click on “Scheduling” -> “Shift Swaps”.
  2. Select “Specific User”.
  3. Select the “Swap Type” as “Shift For Shift”.
  4. Select “Your Shift” – The shift you do not want to work.
  5. Select “Person Swapping With You”.
  6. Select the second users’ shift you want to work.
  7. Click “Submit Shift Swap Request“.

Creating a "Partial Shift Swap"

  1. Click on “Scheduling” -> “Shift Swaps”.
  2. Select “Specific User”.
  3. Select the “Swap Type” as “Partial Shift Swap”.
  4. Select “Your Shift” – The shift you do not want to work.
  5. Select the “Starting Time” and “Number Of Hours” that you want User 2 to swap with you.
  6. Verify the hours are correct in the Partial Shift Swap Summary header.
  7. If your agency requires that you go on Leave during a Partial Shift Swap then select the Leave Category and Hours Type if required.
  8. Select “Person Swapping With You”.
  9. Click “Submit Shift Swap Request”.

Creating a "Give Away Shift Swap"

  1. Click on “Scheduling” -> “Shift Swaps”.
  2. Select “Give Away”.
  3. Select “Specific User”.
  4. Select “Your Shift” – The shift you do not want to work.
  5. Select the User Roles that can cover your event (i.e. Captains and Battalion Chiefs)
  6. If your agency requires that you go on Leave during a Partial Shift Swap then select the Leave Category and Hours Type if required.
  7. Click “Submit Shift Swap Request”.

Alert
Verify the information in your Swap Request carefully before completing the request.

After a Shift Swap is submitted, an email will be sent to the person you are requesting the swap with.  You are not able to cancel the request once the email has been sent to the second user.
WarningNote:  If you have created the Swap Request incorrectly, contact the user covering you and ask them to Deny the Request.

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