Request to trade a shift with anyone


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

You can post a shift trade request that other agents can view and accept. If the system finds a matching trade, you can accept the trade immediately.

Note: You must be in Week view to trade shifts.

To post a shift trade, 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. Click Post.
  6. On the shift you want to trade, click Post.
  7. Under Willing to accept, select the days you want to work instead.
  8. 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 Start Time and End Time.
      Note: If existing trades match, they appear under Matching Trades. 
  9. To select a matching trade, do the following:
    1. Under Matching Trades, select an acceptable trade.
    2. Click Make Trade.
  10. If no matching trades appear, do the following:
    1. Click Calendar and set an expiration date and time for the shift trade request.
    2. Click Finish Post.