Shift Swap & Drop

How to Add a Shifts Swap and Drop Rule

How to add a Shifts Swap and Drop rule that enables employees to swap and drop shifts in the Scheduler

1. Click    to open the Global Settings

 

 

2. Click Employee Scheduling to expand the options and select Shifts Swap and Drop

 

 

3. Select an Assignment Scope. To learn more, see The Assignment Scope Hierarchy

 

  •  Company – Applies to the whole company 
  •  Group – Applies to a group of employees such as a particular location or department
  •  Employee – Select one or more employees for individual application

 

4. Fill out the required fields and make the necessary selections

 

 

Setting Description
Rule Name Name of the rule that will be added to the respective assignment scope list
Rule Effective Start Date Date the Shifts Swap and Drop rule will go into effect
Allow drop off

If Checked - Enables shift dropping for the selected assignment scope

If Unchecked - Shift dropping is disabled for the selected Assignment Scope

Allow swap

If Checked - Enables shift dropping for the selected assignment scope

If Unchecked - Shift dropping is disabled for the selected Assignment Scope

 

   5. Click      to add the Schedule Criteria