Browse and select shifts to trade

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

You can browse shifts for a specific week and optionally choose to trade for it.

Note: You must be in Week view to see available shifts.

  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. Select the week that contains the shift you want to trade.
  4. Click Shift Trades Workforce management agent shift trade. The My Trades panel opens.
  5. Click the arrow next to New Trade and click Trades.
  6. From the available shifts, select a shift.
  7. Select the shift you want to receive from the list.
  8. Click Select. The confirmation section displays the Receiving and Trading details.
  9. Review the details and click Finalize Trade. The trade is added to your schedule.