The shift exchange functionality allows staff members to swap shifts and pick up unwanted shifts.
To use the Exchange, the function needs to be activated on a Rota Group basis. This is done in Rota > Rota Settings > Rota Group Name > Web Settings > Show Exchange system.
You will also need to choose whether you want shift Exchanges to be direct or approved.
Once this is enabled, staff will see an Exchange button alongside each shift in their My Rota page in RotaMaster Portal. This will allow them to swap and deposit shifts on RotaMaster Portal.
If you don't want your staff members to be able to deposit shifts this functionality can be turned off in admin NetMaster>Contend Mgt>>Member Settings>Rota Settings:
Once a swap has been agreed between two staff members, or a deposited shift has been picked up, the swap will be automatically downloaded into the Shift Exchange screen in RotaMaster for approval.
The relevant shift exchanges will then be displayed in the right hand panel.
Shifts with the blue arrow symbol are deposits. This means that the person picking up the shift (offer person) is not offering the current owner a shift in return.
Shifts with the green arrows symbol are swaps. This means that the offer person has offered one of their shifts to the current owner in return for picking up the shift. To see the details of the shift that they have offered in return, click on the plus symbol. This will expand another panel:
This panel shows the shift that the offer person is exchanging for the current owners shift.
To approve the request, click on the green approve request arrow. This will swap the confirmed names round on the rota. To decline the request, click the red decline request cross. This will remove the request from the system.
For information on how staff members can put a shift up for exchange please click here and how they can view which shifts are available for exchange here.