Request a shift swap

Plans and permissions:

• Request or cancel a shift swap: Admin or Manager role, or a custom role with Shift swaps set to View, approve, and deny only their own or Can approve and deny all on the Schedule tab
• To let team members request and respond to swaps, an admin sets Shift swaps to View, approve, and deny only their own for their role.
• Your company must have shift swaps turned on.

Use a shift swap to trade one of your shifts for a teammate’s: you work their shift, and they work yours. Your teammate accepts the swap first, and then someone who manages your schedule gives final approval.

To start, go to My Assembled and select Request shift swap.

How shift swaps work

• You trade a full shift for another full shift of exactly the same length.
• You can swap a shift from today up to three months ahead.
• Shifts that include events from an earlier shift swap or a voluntary time request can’t be swapped.
• Google Calendar events aren’t swapped. They stay on the schedule.

Who you can swap with

You can swap with a teammate who:

• Has a shift in the dates you can work instead.
• Can work the types of events in your shift.
• Has no other events that would conflict.
• Matches your company’s swap rules, such as being in the same site, team, channels, queues, or skills.

Your company may have other rules, so check your team’s shift swap policy for the details.

Request a shift swap

1. Go to My Assembled and select Request shift swap.
2. In Swap request reviewer, choose who should review the swap, usually your manager, team lead, or scheduler. Anyone with the Admin role can also approve it.
3. In Select day of shift to be swapped, choose the date of your shift. A preview of the shift appears.
4. In Date range of eligible days to swap, choose the week you could work instead. Shifts that match appear under Matching shifts.
5. To see one teammate’s shifts, use Filter matching shifts by agent. If there are no matches that week, select Find matching shifts to search later weeks.
6. Under Matching shifts, select the shift you want.
7. Select Request shift swap.

You see Swap request submitted.

What happens after you request a swap

1. Your teammate is notified and asked to accept or decline the swap.
2. When they accept, the swap goes to someone who approves shift swaps for final review.
3. When it’s approved, your new shift appears on your schedule, and your old shift moves to your teammate’s schedule.

How you’ll know your swap is approved

You get an email when your swap is waiting for final review, and when it’s approved. If your company uses the Slack integration, you also get a Slack message. Your schedule shows your new shift as soon as the swap is approved.

If your teammate or the reviewer declines the swap, you get an email, and nothing changes on your schedule.

Cancel a shift swap

You can cancel a swap until it’s approved, and then submit a new one.

1. Go to Schedule > Schedule requests.
2. Find your request. If you don’t see it, change the filters and dates.
3. Open the row actions menu (three dots) on the request, and select Cancel.

The swap is canceled right away and can’t be approved. You see Shift swap canceled. To try again, request a new shift swap.

Questions? Check with your admin or team lead.