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SHIFT ADMIN TURN OFF SHIFTS AVAILABLE FOR TRADE UPDATE

SHIFT ADMIN TURN OFF SHIFTS AVAILABLE FOR TRADE UPDATE

Choose the trade approval for that team and select Update to save.Go to My Teams and select the team you want to update.

Each team can be set up differently depending on each team's structure and needs. Tradeboard is controlled on the team level. From this page, managers and site administrators can directly message the individual that put the shift up for trade or can message the individual taking the trade. Depending on the Tradeboard setup, managers may see options to thumbs up or thumbs down (approve or deny ) a trade. Managers and site administrators can view all current and past trades by going to Opportunity>Tradeboard. Since only the person confirmed in a shift can initiate a trade, only they will see the red Trade link. If a shift can be traded, members will see a red Trade link. Additionally, they have the option of not allowing a particular shift to be traded (regardless of the team settings) by selecting the "No Trade" option for that shift.

No Trades Allowed-If there is a particular team or teams that should not have the option to trade their shifts, Managers can turn it off on a team-by team basis.

Once the manager approves of the member taking the shift, the trade will be made and will be reflected on the calendar. When someone wants to take the offered shift, the manager will be notified of who wants to take the trade. Once permission is granted, the team will be notified that there is a shift up for trade. When a member wants to offer a trade, the Manager will be notified that someone wants to trade a shift.

Permissions and Approvals required-This setting requires that a Manager both gives permission for a shift to be traded and approves who is taking the shift.

In this scenario, any shift can be traded but once someone wants to accept a trade, the manager will be notified and will approve (or not) the member who wants the shift.

Approval Required-Gives the Manager a say in who is taking shifts that have been offered.

Once it is put up for trade, anyone on the team (who doesn't have a conflict and won't be in overtime) can take it. The Manager will be notified that a member wants to offer their shift.

The team members receiving the swap shift request will receive a push notification via the Deputy mobile app if it is being used, or by email. Note: It isnt possible for a team member to trade one of their shifts for multiple of another team members. It requires that a Manager gives permission to the member trading the shift to put it up on Tradeboard. Select the shifts you are happy to swap for and click Send Swap Requests for Shifts. Permission required-This setting gives Managers the ability to approve which shifts are put up to be traded.The Manager has no role or say in this setting. No restrictions-Members can put their shifts up for trade and other members on the same team (and the same role, if using) can take the shifts.Tradeboard has different settings from which to choose: Shifts set to "no pick-up" or "sign-up list" will not be eligible for tradeboard. Tradeboard can only be used on shifts set to "allow pick-up".