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