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.

If employees involved in a shift swap are poolers Term in WFM that defines employees who can be scheduled to work for their primary organization and also for multiple secondary organizations to support campaign pooling. belonging to different campaigns, and the swap is approved, the activities from the campaigns are transferred to each other. In a one-way swap, the shift activity Core component of both schedules and time records in Workforce Management (WFM). When an employee performs any kind of work, activities specify the scheduled work and capture employee adherence to their schedule. from campaign Collection of scheduling periods in WFM, which are defined time periods where specific employees target specific workloads. A is transferred to campaign B. In a two-way swap, the activity in campaign A is transferred to campaign B, and the activity in campaign B is transferred to campaign A. The activities are transferred, regardless of the skill Defined level of knowledge that an employee needs in order to handle a defined workload in WFM. sets present in the respective campaign queues.

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