HE: How to process Shift Swap requests

Use this workflow to review, approve, or deny requests from employees to swap or offer their shifts to coworkers.

Before you begin...

• Requires Can Access Scheduler permissions.
• Must be logged into the Web Portal.
• The hotel must be subscribed to CoverageFinder.
• Ensure Shift Swap Settings are configured to require manager approval.

The Steps

1. Navigate to Scheduler > Shift Swap > Shift Swap Requests.
   
2. Select the desired Date Range and click Apply.
3. Review the Shift Swap/Offer list to see the originating employee and the accepting employee.
4. Hover over the Notes icon to view any comments entered by the employee.
5. Review the Weekly Hours column to see the impact on total hours and any potential Overtime for both associates.
6. Click Approve or Deny to the right of the specific request.
7. Click Yes in the confirmation pop-up to finalize the action.

The Result

Success: The schedule is automatically updated to reflect the new shift assignments. Both employees will receive an automated notification via MyHotelTeam confirming the status of the request.

Troubleshooting

If this fails...

• If you do not see any requests, ensure employees have initiated them through the MyHotelTeam App.
• If a request is missing from the list, it may have Expired or been Canceled by the employee; check the Closed tab to verify history.