Shift Swaps and Open Shifts Overview

Shift Swaps & Open Shifts

There are three ways to manage your shifts through the Shift Deck:

1. Direct Swap

Exchange a specific shift with a specific colleague. You choose the colleague, they accept or decline, then a roster builder gives final approval.

2. Open Swap

Post your shift for anyone qualified to take. Interested colleagues click Take This Shift, and a roster builder approves.

3. Open Shift Request (Pick Up a Vacant Shift)

Browse vacant shifts that need to be filled and request one. The system checks your qualifications automatically. A roster builder approves and you get assigned.

Where to go: Sidebar → Shift Deck to see everything in one place, Sidebar → My Shifts to initiate swaps or view open shifts on your calendar, or The Living Roster → Staff tab → My Opportunities to spot eligible open shifts and swaps on the grid (My Opportunities on Staff View).

Shift Deck tabs:

• My Deck – Action required items, available swaps, and open shifts you're eligible for
• My Requests – Track your outgoing swap requests and open shift applications
• Activity – History of completed swaps and shift pickups
• Updates – Your notifications

Key rules:

• Both staff must be in the same craft group (e.g., both RNs)
• The person taking the shift must have the required scopes
• Neither person can be on leave or already assigned on that date
• Rest period and max-hours rules are automatically checked
• A roster builder must approve before the change takes effect