Request to trade a shift with a specific person

If you already agreed to trade a shift with another agent, you can create a trade request that only that agent can see. The receiving agent receives a trade request notification in their inbox. 

Request to trade a shift with anyone

To post a shift trade, perform the following steps:

1. Access your schedule:
   1. To access your schedule from the agent activity view, click Activity > Schedule tab.
   2. To access your schedule from the agent dashboard:
      1. Click Performance > Workspace > My Performance. 
      2. Click the Schedule tab. 
2. If you open your schedule from the Activity > Schedule tab, then to see the most current data, click Refresh . This view does not update automatically. 
3. Click Shift Trades . The My Trades panel opens.
4. Select the week that contains the shift you want to trade.
5. Click New Trade.
6. Do one of the following:
   • Click Trade above the shift in your schedule view.
   • Click Open next to the shift you want to trade.
7. Under Trade With, select Select User.
8. From the agent list, choose the user with whom you want to trade shifts.
9. Under Willing to accept, select the days you want to work instead.
10. To specify the start and end times for an acceptable trade, do the following:
    1. Check the Limit time range box.
    2. To adjust the shift start and end times for an acceptable trade, use the up and down arrows under Shift Start and Shift End.
       Note: If existing trades match, they appear under Matching Trades. 
11. To set a time limit for how long the trade is available, under Expiration date set the date and time.
12. Click Submit. The system sends a trade request notification to the receiving agent’s inbox. The My Trades panel changes to display offered, pending, and completed trades.