Create a swap board posting

A swap board posting communicates that you want to swap either a shift Work period in WFM that has a definite length. or non-work time with any one. The posting is listed on the Swap Board for others to view and, when interested, pick up the posting to negotiate the swap.

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

Example: Swap board posting for a shift

Mark works on Monday and his shift is from 8 AM to 5 PM. He wants to work on Monday, May 5th, but on a different shift. He creates a swap board post for his shift on Monday, May 5th, from 8 AM to 5 PM, a two-way swap.

Other employees can view the swap board and select Mark’s post and negotiate swapping shifts on Monday, May 5th.

Example: Swap board posting for non-work time

Pam is not scheduled to work on Saturday and wants to pick up more hours by working on Saturday, June 25th. She creates a swap board post for non-work time for a one-way swap.

Other employees can view the swap board and select Pam’s post and negotiate swapping their work time on Saturday, June 25th for time off.

Alternate way to swap

If you prefer, you can create a shift swap request that is for a specific person.

Procedure

Go to My Home. Under My Requests, select Swap Board.

Initially the Swap Board is displayed with both full and partial swap postings. The view is the All Posting view. (Postings in your campaign Collection of scheduling periods in WFM, which are defined time periods where specific employees target specific workloads. and your organization including postings created by you.)
Optional: To view only full postings and exclude partial postings, select the Show only full postings check box.
Optional: To narrow down the list of postings, from the View list, select another option.
Select Create New Posting.
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).
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.
Select the date and time that the posting will expire.
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.
Optional: Add comments for employees viewing this posting.
To save your changes, select Save.
When finished with the request, select Done.

The posting is added to the swap board.