Swap shifts

Owned by Julie Leake (Unlicensed)
Last updated: Jun 12, 2020 by Frank Gambino
1 min read

There are times when have to switch one employee's scheduled shift with another employee's shift. Swapping shifts allows you to make the switch without manually entering the information for both employees. For example, two employees have requested to work each other's scheduled shifts. Employee 1 is scheduled to work from 08:00-16:00 (8:00 AM–4:00 PM) and Employee 2 is scheduled to work from 12:00–20:00 (12:00 PM–8:00 PM). If you swap schedules, Employee 1 will work 12:00–20:00 (12:00 PM–8:00 PM) and Employee 2 will work 08:00–16:00 (8:00 AM–4:00 PM).

Notes:

  • Although you can swap shifts in either the Employee View or the Shift View, you typically perform the task in the Employee view.
  • You can only swap shifts that have the same job.
  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.