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There might be times when it would be helpful to switch one employee's scheduled shift with another employee's shift without having to manually enter the information for both employees. An example of this would be when two employees have asked to work each others scheduled shifts or similar scenario. For example, Employee 1 is scheduled to work from 08:00-16:00 (8:00 A.M.-4:00 P.M.) and Employee 2 is scheduled to work from 12:00-20:00 (12:00 P.M.-8:00 P.M.). If you swap schedules, Employee 1 will work 12:00-20:00 (12:00 P.M.-8:00 P.M.) and Employee 2 will work 08:00-16:00 (8:00 A.M.-4:00 P.M.).

Note: Although you can swap shifts in either the Employee View or the Shift View, you typically perform the task in the Employee view.

Caution: You can only swap shifts that have the same job.

Click the following link to view a video demonstrating this function: Swap Shifts/Schedules.

Swapping shifts between two employees

  1. In the toolbar, click the Main Menu icon (  ).
  2. From the drop-down list, under the Labor section, select Scheduling.
    The Scheduling screen appears in a separate tab.
  3. Select either the Shifts or Employee view.
    The screen updates with your selection.
  4. Click in the cell of one of the employee shifts to swap and drag to the position of the other shift to be swapped.
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