Transfer requests let employees easily find qualified and available colleagues when needed. Employees can trade shifts or offer a replacement with another employee in the same position. By default, transfer requests must be approved by a manager. You can change this need in the Settings menu, under the Employee Scheduling tab.
If you're using the mobile app, follow these steps instead.
Requests menu
You can consult all current requests in the Request menu. When you act on a request (approve or refuse), employees are alerted immediately and the schedule is updated.
Possible transfer types
Two transfer types are available to employees:
Offer: An employee can simply offer (give) a given shift to one or more colleagues.
Swap: An employee may also request to exchange one of their shifts for a colleague's.
Shift transfer types can be filtered from the scrolling menu. Also, if a shift has no volunteers, it will appear under Everything.
Transfer details
The effect of transfer hours for each employee concerned is always displayed.
You can only receive transfer requests after at least one employee has accepted to replace a colleague. In this example, Sophia accepted the offer from Kevin.
Decision-making
Click the Decline or Approve button based on your choice.
Important: Unlike time off and availability requests, shift transfer requests do not allow for posting comments.
Settings
Deactivate the option
You can deactivate the option to make swaps or offers under Settings > Employee Scheduling.
Automatic approval
You can also automatically approve all swap or offer requests by deactivating manager approval under Settings > Employee scheduling.
Be careful with this setting, though, since employees could swap shifts that would give overtime!
