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  • 1.  Limit shift swaps to same date

    Posted 5 days ago
      |   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

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

    Posted 5 days ago

    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



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    Paul Wood
    WFM Product Manager
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