Intelligent RosterIntelligent Roster®

How to Post an Open Shift Swap

If you can't work a shift and don't have a specific person to swap with:

  1. Go to My Shifts (Sidebar → My Shifts)
  2. Find the shift you want to give up
  3. Right-click the shift → select Request Swap
  4. In the swap modal, select Open Swap
  5. Optionally set an expiration date/time (the swap is automatically cancelled if no one takes it by then)
  6. Add a message (optional) and submit

What happens next:

  • Your shift appears on other staff members' Shift Deck → My Deck under "Available Swaps"
  • The system automatically filters to show only eligible staff (same craft group, required scopes, not on leave)
  • Interested colleagues click Take This Shift
  • You can review who offered and the system sends it for roster builder approval
  • A roster builder approves and the roster is updated

Where to track your open swap: Sidebar → Shift DeckMy Requests tab

New to Intelligent Roster?

Try everything in this guide with your own team.

Start your free trial