How to request a schedule swap.
A schedule swap involves multiple steps and must be approved by an administrator/supervisor.
- The requesting agent posts a trade request
- A responding agent accepts the trade
- An administrator approves the transaction
- The administrator executes the transaction
On your homepage, navigate to the Schedule Transactions section.
If you don’t see Schedule Transactions, visit Personalize your desktop to add it.
Click the link I want to trade schedules with another agent.
On the Agent Schedule Trade Properties screen, enter a comment, including the details of the trade and the other agent’s name if you know who you will swap schedules with.
You can give your request an importance rating of one to five stars to show other agents how important the swap is to you.
Click Next.
You will see your schedule for the current date.
Select the date you want to switch from by entering the date or clicking the calendar icon.
Then click Show Schedules to update the schedule panel.
Click anywhere in the schedule bar to select the entire schedule. It will highlight in blue.
In the From Time and Through Time drop-down boxes you can specify the hours of your shift you wish to trade.
After making your selections, click Refresh then click Next.
This window asks what shift you want to trade for.
Enter or select the date and click Show Schedules.
You can leave the option at twenty-four hours, meaning you are willing to pick up any shift.
Or you can use the From and Through drop-down menus to select the hours you are willing to pick up and work.
Click Refresh to apply your selections.
The highlighted areas show the hours you are willing to pick up and work.
Click Next.
This is a summary of the swap request with a net effect of the hours.
If you are satisfied, click Finish.
Your swap request has been saved and other agents can respond to your request.
Close the window to return to your home page.
In the Schedule Transactions module, you will see your swap request with the name, importance, and current status.