Self-Service Shift Swaps

This module will give a user the ability to request a shift swap with another user.

1. Open My Rota tile and select the Shift Swaps tab (if this tab is not available please contact your company's NEXTRA system representative)  
2. Click on 'Request Shift Swap' and select the date of the shift you wish to swap
3. Select a shift or shifts to swap with and click on 'Offer'

4. Select 'Request' next to the shift you would like to swap to see options of people and shifts that you can swap with

5. Select the shift or available team member which whom you would like to request a swap
6. Select 'Offer'

If notifications have been enabled, the offer details will be sent the team member which whom you have requested the swap via email, SMS and/or push notification.

Offers requested or received by team members will show in the 'Shift Swap' tab in My Rota where the offer can be approved or rejected using the 'thumb up' or 'thumb down' icons.

If manager approval has been enabled, the manager will need to approve the request for the swap to take place.

Handy Hints:

Where a staff member shows as Available, you will not need to swap a working shift, if accepted your shift will be transferred to this team member.