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  • 1.  Limit shift swaps to same date

    Posted 04-16-2026 12:16
      |   view attached

    Hello, 

    Is there any way to limit shift swaps to only be for the same day requested? 

    Our agents only utilize shift swaps to swap start times of the same workday with another agent. 

    We do not allow agents to swap day to day. 

    It seems the only limit is 1 week, and this still allows an agent to initiate a swap for a date outside of the shift date they are looking to swap. 

    (Example : I initiate a swap for Friday 4/17, and the default selection for "Willing to Accept" dates are Friday 4/17, Saturday 4/18, Sunday 4/19, Monday 4/20)

    Can I limit to this to only show in the willing to accept field 4/17 if I select 4/17 to trade? 


    #ScheduleManagement

    ------------------------------
    John Vanvalkenburg
    Delta Dental of Michigan
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  • 2.  RE: Limit shift swaps to same date

    Posted 04-17-2026 04:51

    Hi John, 
    No, you can only currently limit:

    • Minimum time before a shift starts
    • Maximum trade span weeks

    I've checked the ideas lab, and there is nothing similar listed. Would you mind creating an idea for this so that we can review and prioritise it as part of our ongoing roadmap planning?

    While there, it would be great to hear your feedback on the other Shift Trade ideas:

    Filtered Shift Trade ideas

    Thanks, 

    Paul



    ------------------------------
    Paul Wood
    WFM Product Manager
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    Original Message


  • 3.  RE: Limit shift swaps to same date

    Posted 15 days ago

    Hi John,

    Well we do have trading capabilities, which were restricting shift trades to only single date on our legacy on premise Engage WFM solution.
    But GC WFM just offering way more powerful solution, from my point of view allowing to drop or trade shifts for other days.

    So to answer your question I do not think we have today anything else than just disabling auto approval condition and simply manually deny trades when these are trading different dates.

    But from my point of view - it is just a matter to set internal policies, educate agents, and control trough manual trades approvals until the point, where agents really accurately follow the rules and then maybe enable auto approval again.

    If that is not applicable solution then creating idea or supporting existing like referred by Paul will be the only way.

    Thanks,
    Best Regards,



    ------------------------------
    Dmitriy Vakulenko
    WFM Senior Product Manager
    ------------------------------

    Original Message


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