Overview
Managers use the Shift Swap Portal to monitor and manage employee shift activity. Managers can view pending requests, cancel unwanted swaps or drops, and publish open shifts when coverage is needed.
Step-by-Step Instructions
View Pending Swap and Drop Requests
Open the Shift Swap Portal.
Review the top section labeled Pending Team Requests.
Identify any pending swap or drop initiated by employees.
Cancel a Pending Request
Locate the pending swap or drop you want to cancel.
Select the X icon.
Confirm the cancellation to remove the request from the Shift Swap Portal.
Create and Manage Open Shifts
Open the Schedule.
Create an Open Shift when staffing coverage is needed.
Save the schedule.
The open shift becomes visible to all employees assigned to the store (if open shift visibility is enabled).
Employees can claim the shift directly from their Shift Swap Portal.
Monitor Open Shift Claims
Open the Shift Swap Portal.
View which employees have claimed available open shifts.
Confirm that the schedule updates automatically after claims.
Key Details & Definitions
Pending Team Requests: All active swap and drop requests submitted by employees.
Manager Cancellation: A manager can cancel any employee’s pending swap or drop at any time.
Open Shift: An unassigned shift created by a manager and made visible for employees to claim.
Troubleshooting & FAQs
Why can’t an employee see an open shift?
Confirm that the store allows open shifts to be visible to employees.
Why did a swap not update on the schedule?
Ensure the receiving employee accepted the swap and that the request was not canceled.
Why are multiple requests appearing for a single shift?
Employees may propose multiple swap options when initiating a request.
Related Articles
Configuring Shift Swap Settings
Creating and Editing Store Schedules
Managing Employee Availability