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 Deck → My Deck tab
  2. Look under Available Swaps for open swaps from colleagues
  3. Click Take This Shift on any swap you want
  4. If the checks pass, the shift is yours. If not, a roster builder reviews your offer. The person who posted it does not have to choose you

Or from The Living Roster: Staff tab → My Opportunities on → click a teal Swap · … pill → Offer to Cover in the Opportunity modal. See My Opportunities on Staff View.

To pick up an open shift (vacant shift):

  1. Go to Shift Deck → My 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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