Intelligent RosterIntelligent Roster®

How to Respond to a Swap Request

When someone requests a direct swap with you:

  1. You'll receive a notification
  2. Go to Shift Deck (Sidebar → Shift Deck) → My Deck tab
  3. The request appears under Action Required (highlighted in amber)
  4. Review the details: which shift they want, which shift you'd get
  5. Click Accept or Decline
  6. If you accept, it goes to a roster builder for final approval

To take someone's open swap:

  1. Go to Shift DeckMy Deck tab
  2. Look under Available Swaps for open swaps from colleagues
  3. Click Take This Shift on any swap you want
  4. A roster builder will review and approve

To pick up an open shift (vacant shift):

  1. Go to Shift DeckMy Deck tab
  2. Look under Open Shifts for vacant shifts you're eligible for
  3. Click Request Shift
  4. A roster builder will review and approve your request

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