Trade Shifts

If you click a date on which you are scheduled and select Trade Event in the side panel, you can offer to trade or swap a scheduled shift by clicking Swap Shift.

Note: You may need to scroll down in the side panel to see the Swap Shift button.

Initiate Shift Trade

MyScheduler can generate a list of employees who have equivalent skills, are not scheduled on the date you selected, and work the same shift and part of day you are offering to swap.

Recommended Shift Swaps (Auto-Approved)

If your department uses the Auto-Approve Shift Trades feature, you can choose to search only for recommended shift swaps. These are swaps for shifts within the same week, department, skill, and shift code. Recommended shift swaps are automatic and do not require approval from your manager.

To view only recommended shift swaps, select the check box to view Recommended Shifts Only, enter an employee name or date (mm/dd/yyyy), and click the Search button.

Search Results for Recommended Shifts Only.

The employee names and shift times that you can select for a potential trade request display in a list. Select the checkbox next to the shift(s) you wish to trade for your shift and click Send Swap Request.

Non Auto-Approved Shift Swaps

If you would like to see a larger selection of shift, deselect the Recommended Shifts Only checkbox. Enter your search criteria and click the Search button.

Search Results: All Potential Trades with Recommended Listed First

The employee names and shift times that you can select for a potential trade request display in a list with recommended trades listed first.

Use the forward and back arrows at the bottom of the list to view qualified employees with whom you can offer to swap shifts. Select the checkbox next to the shift(s) you wish to trade for your shift and click Send Swap Request. The offered shift swap displays on your calendar view shaded in green to indicate it has been offered as a trade.

Shift Swap Notification

When you submit a swap request, the people you selected will receive a notification in the MyScheduler inbox of the swap request to which they can respond. The notification includes details about both shifts - the one being offered and the one be requested to trade as well as option to Accept, Decline, or View Details about the swap.

Notification: Shift Trade Offered by Other

You will be notified when your trade is accepted (or denied) and your schedule is updated.

Withdraw a Shift Swap Request

If you wish to withdraw the offer to trade, click the shift, then click Withdraw Swap Request in the shift details, side panel.

Recommended shift swap offers can be withdrawn anytime before the swap is accepted.
Other shift swap offers can be withdrawn anytime before they approved or declined by the manager.

Calendar View Displaying Shift Offered for Trade and Withdraw Swap Request Button

Additional Information