Overview: Trades allow an employee (with appropriate permissions), manager, or administrator to initiate a shift trade with another employee. Covers allow employees, managers, or administrators to initiate covers with another employee.
Instructions:
Enable Trades and/or Covers
1. To enable Trades or Covers, start by going to Settings --> Scheduling:
2. Once on the scheduling page, scroll down the bottom and check the box next to Enable Trades or Enable Covers, depending on which you'd like to use:
3. Click Save once done and move onto the next section covering setting trade/cover permissions.
Set Trade/Cover Permissions
1. To set Trade and Cover permissions, you'll want to go to Settings --> Scheduling, scroll down to the bottom, and click the Edit Employee Trade/Cover Permissions button:
2. You can then set the following Trade or Cover permissions:
No Access: Employees cannot request or view Trades/Covers.
Requires Approval: Employees can request a Trade or Cover, but it will first go to their Manager for approval.
No Approval Needed: Employees can request a Trade or Cover, which will be automatically sent to the receiving employee without approval.
Please note: If Requires Approval is chosen, a Manager must have Edit & Publish scheduling permissions over an employee to approve or reject any Trade/Cover requests. Scheduling permissions can be found within the manager profile.
3. Once you've assigned permissions be sure to Save.
FAQ
Q: I've enabled approvals for Trades and Covers, but Managers aren't receiving the requests.
A: If you've enabled approvals for Trades and Covers, but your Managers aren't receiving the request, then it's likely they don't have the correct permissions over employees. Trades/Covers approvals are based on Edit & Publish scheduling permissions. More information about how to assign scheduling permissions can be found here.