How shift swaps work in a browser (for regular users)

If your employees click on a day in the rota, that day will open:

If an employee who does not have admin rights click on their own shift, the page will look like this:

On this page can I, as an employee, choose between two things. I can either hand over my shift to a colleague or try to make the shift available.

Hand over shift

Let us say I will try to hand over my shift to James. I will just click on “Hand over shift”:

Now I will choose to handover my shift to James. When I have done this, James will receive a message that says I want to hand over the shift to him. If James chooses to accept the handover, he will appear as the new owner of the shift.

Make shift available

Sometimes an employee just wants to be substituted without having to ask one specific colleague. If this is the case, the employee can click “Make shift available” instead. Then the rota will say that the shift is available and another employee can take it.

When one of Jessicas colleagues click on the specific day, they can take over the shift for her:

This also means that as an employee it is not possible to evade the responsibility for a shift. It will always be the assigned persons shift until a colleague has accepted a handover or requested the shift you have made available.

How to approve a shift swap

If a colleague has asked you to take one of their shifts, you will be able to see it under the menu item "Me":

Here, you can either choose to accept or reject the request.

You can also see who the shift swap is waiting for approval from. In the example above, the shift swap is waiting for approval from myself and an administrator.

Once you click "Accept shift swap" and it has also been accepted by an administrator, you will be able to see it in the rota.