How to configure Shift Swap settings

Use this workflow to determine how much visibility and autonomy employees have when swapping or offering their shifts to coworkers.

Before you begin...

• Requires Edit Hotel Settings permissions.
• Must be logged into the Web Portal.
• The hotel must be subscribed to CoverageFinder.

The Steps

1. Navigate to Scheduler > Shift Swap > Shift Swap Settings.
2. Select to allow regular hourly employees to see other regular hourly employee schedules in MyHotelTeam.
3. Optional: Adjust the Team Visibility to limit what associates can see in the app (Position, Department, or Entire Hotel).
4. Select the Display Option for how employee names appear to their coworkers.
5. Check the Swap Shifts box to allow an employee to trade a published shift directly with a coworker in the same position.
6. Check the Offer Shifts box to allow an employee to "give away" a shift so it becomes visible to all qualified and available associates.
7. Select whether Manager Approval is needed.
   • If checked, trades move to Shift Swap Requests.
   • If unchecked, the schedule updates automatically once a trade is accepted by a coworker.
8. Click Save.

The Result

Success: The updated rules are applied immediately. Only Hourly employees will see these options; Salary and Contractor employees are automatically excluded.

Troubleshooting

If this fails...

• If the Shift Swap menu is missing from Scheduler, verify that your hotel has an active CoverageFinder subscription.

Note: Only Published shifts can be offered or swapped. Pending shifts with dotted borders are not visible to the team.