Trade a shift to everyone available
This is an easy way to unload a shift you either can't or don't want to work. Everyone qualified and available will be notified that your shift is up for grabs. If no one accepts then you must work the shift
Navigate to your schedule
On your schedule page you can review your assignments and make trades
- Click the logo in the center of the menu at the top of the screen to change to your overview page
Choose a shift to trade
To offer a trade you have to do these things
- choose the shift to trade
- choose whether you want to trade it to a specific person or offer it to everyone
- write a note to the recipient(s)
- send the trade
In this tutorial we walk you through the process of offering the shift to specifc people
Find the shift you want to trade then- Click the shift to see its details
- Then click the "Offer trades" button.
Click the Offer To Everyone tab
When you offer a trade to someone you can ask for a shift in return. When you offer it to everyone you don't get anything in return except goodwill
Click the Offer to everyone tabAdd a note to your trade offer
We will send this note along with the date, time, and role details of the shift you are offering
Enter a short note then click Next.Offer the trade
After you offer the trade we will contact all the people you want to trade and let them know about your offer.
Trades are filled on a first come, first served basis.
You can cancel specific offers to people if you change your mind but once someone accepts your offer there is nothing we can do
Click Offer this trade to send the tradeYou have finished the trade offer
We make shifts with trades look different so you have an easier time finding them in the list
We remove the and put in a instead
click Next to move on to the next part
Ask us a question.
We will respond promptly. help@getcooperation.com