There are many reasons why a swap may need to be cancelled and WFM administrators should have the ability to cancel any request. That is part of what usually comes with being an administrator. Are there any plans and broadening the administrator functionality?
When the two agents decide they want to cancel the swap and not do it anymore, what are they supposed to do?
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Gina Palmer
Manager, Workforce Management
Papa, Inc.
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Original Message:
Sent: 06-12-2024 12:45
From: Tracy Vickers
Subject: Cancelling a Previously Approved Shift Trade
Hi Gina,
So sorry totally missed your questions on trading!!
Basically, no you can't... a supervisor can override a declined request but can't take away an approved request. As an example scenario, someones child is in the school play on Friday so they need to swap shifts to watch it. Once swapped the employee is going to be less than happy that it is overturned by an admin and they can't see the school play
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Tracy
Genesys
Original Message:
Sent: 05-29-2024 14:51
From: Gina Palmer
Subject: Cancelling a Previously Approved Shift Trade
How can I, as a WFM administrator, cancel an agent Shift Trade, which was already approved by the system?
#WorkforceManagement
#Scheduling
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Gina Palmer
Manager, Workforce Management
Papa, Inc.
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