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 navigating to Settings --> Scheduling:
2. Once on the scheduling page, scroll to 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 on to 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.
Important! 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 as outlined here.
3. Once you've assigned permissions, be sure to Save.
FAQs
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.
Q: Why can't I initiate a Trade or Cover for a shift in a future week?
A: Trades and Covers can only be initiated with other shifts in the current week. Shifts outside of the current week are not eligible for trade or cover requests.
Q: Why aren't certain employees showing up as eligible to receive a Trade or Cover request?
A: If the shift being traded or covered has job codes assigned to it, only employees who also have those same job codes on their profile will be eligible to receive the trade or cover request.