Exchanging Shifts with a Co-Worker on a Recurring Basis

In a manner similar to the standard Shift Exchange, RosterApps allows for establishing a recurring Shift Exchange. Users can trade their Tuesday shift for a co-worker's Thursday shift and continue that trade pattern automatically for a number of weeks of your choosing, also referred to as a Permanent Swap.

From the My Calendar Tab, navigate to the shift you want to exchange from your schedule. Click on the shift you want to trade, select the "Trade Shift" option from the pop-up menu.

The next screen will be the Trade Shift screen. You will want to select the "Giving the shift to a co-worker..." option.

Select which employee or co-worker with whom you want to trade shifts from drop down list will show all those employees that have Trading rights with the Work Group of the Shift, *as well as* the required Skill for the Shift.

Once you have chosen the co-worker, select the checkbox that reads "Make trade conditional on receiving the following shift from co-worker...".

By checking this checkbox, RosterApps will then display a drop-down menu on the page, where you need to select what shift from your co-worker's schedule that you want in Exchange for your shift. Please see Figure 002087:

For a recurring trade, check the second checkbox, "Repeat this trade for the next..." and select the amount of time the trade is repeat from the dropdown menu.

Click the "Trade" button to confirm the recurring Trade Exchange.

Click the "Trade" button to finalize the trade. Once that has been completed, you will see the pending shift changes in your calendar.

Cancel Trade

If you want to cancel the request before your Co-Worker accepts it, you can go into your Calendar tab and find the first week of the trade, and cancel the shift just like you would cancel a normal Trade Request. Click on the shift and then select "Cancel".

If you want to cancel a Recurring Trade and your Co-Worker has already accepted it, you are out of luck. You may try to contact your Co-Worker and ask them to Exchange the exact shifts back to you for his shifts, but they would be under no obligation to do so. You can undo a recurring trade that has been accepted by having your co-worker trade the exact same shifts back to you, for the exact same shifts they exchanged with you.

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*Note: Not all companies have all of the items described in the Online Help.

*Please note, the ARCOS online documentation is a living document that is always under review. If you see information that is inconsistent with the behavior in the application, or you do not see a page covering an ARCOS feature you would like to know more about, please contact the ARCOS Support Center.