Accept a shift trade request


Prerequisites
  • Workforce Management > Agent Shift Trade Request > Participate permission

You can search for and accept matching trade requests posted by any agent, or you can accept trade offers that another agent sends directly to you. To receive direct trade offers, you must enable Allow others to send me trade offers. For more information, see Navigate the Shift Trades panel.

Accept a trade request offered by anyone

Note: You must be in Week view to view and accept shift trades.

To view and accept a trade request offered by anyone, perform the following steps:

  1. Click Performance > My Performance.
  2. Click the Schedule tab.
  3. Select the week that contains the shift you want to trade.
  4. Click the Shift Trades icon. 
  5. Do one of the following:
    1. Under Posted Trades For Week, click the shift you want to trade and then click Trade.
    2. Post the shift you want to trade, under Matching Trades select an acceptable trade, and then click Make Trade.
      Note: If an existing trade matches, you can trade immediately. Otherwise, you can post a new trade request.

Accept a direct trade request

When a co-worker requests to trade a shift with you by directly sending you a trade request, or offer, a notification appears in your inbox. Direct trades also appear in the Shift Trades panel under Posted Trades For Week, which indicates the agent who offered the trade. For more information, see Request to trade a shift with a specific person.

 

To view and accept a shift trade request, perform the following steps:

  1. Open your Inbox and click the Shift Trade Requests icon.
  2. Click the shift trade notification. Your schedule opens and the Shift Trades panel appears.
  3. To accept the trade, click Trade.
  4. To decline the request, click Cancel.