Create a shift swap request

You can send another employee a swap request. When you create the request, you have many options including whether to swap a shift Work period in WFM that has a definite length. or non-work time, swap one-way or two way, and swap a full shift or partial shift.

A swap request is a contract between two employees, and has to be approved by a manager.

Alternate way to swap a shift

If you prefer, you can create a posting for the swap board. A posting can be picked up by anyone that can view the swap board.

Procedure 

  1. Go to My Home. Under My Requests, select My Requests.

  2. Select Create New Request.

  3. Select Shift Swap.

    The Shift Swap form is displayed with the multiple default values. You may want to keep some values and change others. The form changes if you make the following changes:

  4. In the posting statement list, select the swap type, date (for non-Work Time), and the type of swap (one-way or two-way swap).

  5. Shift swaps only: To determine shift swap duration, do one of the following:

    • Select entire shift and the date.

    • Select partial shift and the start and ending dates and times.

  6. Select the date and time that the posting will expire.

  7. To determine who submits the swap request to the manger, do one of the following:

    • Select whether the employee willing to swap must send the request to you.

    • Select whether the employee willing to swap can send the request directly to the manager.

  8. Optional: Add comments for employees viewing this posting.

  9. To save your changes, select Save.

  10. When finished with the request, select Done.

    The request is added to each employee's My Request page.

Shift Swap request form

Create a swap board posting

View and manage your requests