Browse and select shifts to trade
- 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.
- Access your schedule:
- To access your schedule from the agent activity view, click Activity > Schedule tab.
- To access your schedule from the agent dashboard:
- Click Performance > Workspace > My Performance.
- Click the Schedule tab.
- 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.
- Select the week that contains the shift you want to trade.
- Click Shift Trades . The My Trades panel opens.
- Click the arrow next to New Trade and click Browse Trades.
- If a desired shift is available, click the shift to accept it or click Trade from the schedule view.
- To select one of your shifts to trade, click Trade from your schedule or select it from the Trade Shifts panel’s Trading section.
- Click Finalize Trade.