- Knowledge Base
- Schedule Configurations
- 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 shit drop |
If Checked - Enables shift dropping for the selected assignment scope If Unchecked - Shift dropping is disabled for the selected Assignment Scope |
Allow shift 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