Shift swaps and availability

On Pro, employees can do more with their schedule from their own login: ask a coworker to take a shift, tell you when they can work, and look back and ahead at any week. You decide who can use each one in Settings > Team > Permissions.

How a shift swap works

1. On their Schedule tab, the employee taps Ask someone to take it under a shift.
2. They pick a coworker, or Anyone at my location, and can add a note. A coworker they pick by name gets an email.
3. The coworker taps I'll take it on their own Schedule tab. A coworker asked by name can also tap I can't.
4. You get an email, and the swap appears at the top of the Schedule page. Tap Approve or Decline.
5. When you approve, the shift moves to the coworker. Both of them get an email either way.

Nothing changes on the schedule until you approve. The person who asked can tap Take back at any time before that.

Availability

Under When I can work on the Schedule tab, each employee sets every day of the week to Any time, Only from... (with a start and end time) or Can't work, and can add a note.

On your Schedule page, their availability shows in grey in each day's box. If you put a shift outside it, the box turns orange with a warning. You're warned, never stopped: you still decide. You can also see and change someone's availability on their profile in Employees.

Looking at other weeks

The Schedule tab shows one week at a time, with what was planned and what they actually worked each day. Arrows go to the week before and after. On Free, or with Look back and ahead at any week's shifts switched off, employees can see this week and next.

Permissions

• Approve shift swaps and See and change when employees can work: owners, admins and managers, unless you change them.
• For employees: Ask a coworker to take a shift, Set when they can work and Look back and ahead at any week's shifts are on by default once you have Pro.