Swap request and swap posting overview

Employees can swap either a shift Work period in WFM that has a definite length. or a nonworking day using a swap request or swap posting. These features provide options that help employees meet personal obligations without taking time off.

What employees can swap

  • An entire shift: Employees can give away a full shift that they are scheduled to work. Also, employees can pick up a full shift from a peer. The shift can include a gap.

  • Partial shift: Employees can give away part of their shift. Also, employees can pick up part of a peer's shift. The shift can include a gap. The entire gap must be swapped.

  • A nonworking day: A nonworking day is a day that an employee is not scheduled to work. Employees can give away a nonworking day to pick up a shift.

Employees can swap with a peer to work in a gap. Employees can:

  • Pick up a full or partial shift in a gap.

  • Swap a full or partial shift that has a gap. The entire gap must be swapped.

Ways an employee can swap with another employee

  • Swap requests: A swap request is between two specific employees. They can:

    • Create a swap request for a specific employee

    • Accept a swap request from another employee

  • Swap posting: A swap posting is created for anyone to view and accept. Employees can:

    • Create a swap posting for any employee that can view swap board requests

    • Pick up a swap posting created by another employee

A swap is a contract between two employees and must be approved by a manager.

Type of swap requests

  • One-way swap:

    • One-way shift swap: An employee gives away a shift to a peer. When allowed, an employee can give away part of the shift.

    • One way non working day swap: An employee picks up a peer's shift on a day that they are not scheduled to work.

  • Two-way swap:

    • Two-way shift swap: An employee gives a shift to a peer, and picks up a shift from the peer.

    • Two-way nonworking day swap: Similar to a two-way shift swap, an employee selects a nonworking day to give away and a nonworking day to pick up. If this request is approved, the following changes are effective:

      • On the first day of the swap, the employee picks up the peer's shift and the peer takes the employee's nonworking day.

      • On the second day of the swap the employee picks up the peer's nonworking day and the peer takes the employee's shift.

What employees cannot swap