Trade a shift to specific people
This is an easy way to trade a shift to a specific person in return for one of their shifts. You can also ask for nothing in return. 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 someone" 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 someone tabChoose a person to offer the trade
When you offer a trade to someone you can ask for a shift in return.
You can ask each person multiple trades for your shift. You can ask more than one person to trade.
Right now you cannot ask a person for two shifts in return for your one.
There will not always be people available to trade for your shift.
Click trade next to the person you wish to trade.You will be shown what shifts they have you can trade for.
Choose a shift you want to trade for
You can choose more than one. But, you only receive one in return for your shift. Which one you receive is up to them
Click the shift you want to trade for. Or Click Next if you do not want to ask for anything for your shiftAdd 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