Edit Trade Group Rights

Trade Work Groups in RosterApps are those work groups with which an employee can trade shifts, or from which they can claim shifts. Not only do employees belong to work groups, but individual shifts also have associated work groups. Employees can only view/claim or be assigned open shifts that are associated with a work group that they have permission to trade with. For example, a supervisor goes to assign an open shift from Work Group A. Jack is in Work Group B and does not have trade permissions with Work Group A. The supervisor will not see Jack’s name in the list of possible assignees. Additionally, if the open shift from Work Group A is posted on the Trade Board or Open Shift Bid Board, Jack will not be able to see the shift, because he does not have trade permissions with Work Group A.

By default, all employee-users can trade shifts with other members of their own work group.

To edit an employee's Trade Work Groups:

• Click the Employees tab.
• Find the employee whose trade work groups you want to edit in the table of employees. Click the blue text link Edit in that employee’s row of the table.
• Click the blue text link Edit Trade Work Groups.
  
• RosterApps directs you to the Edit Trade Work Groups page.
  

• Select the date that you want your changes to become effective with the Effective date of change selector.

• From here you can add or remove Trade Work Groups.

  • To add a Trade Work Group:

    • Find the work group that you want to add as a Trade Work Group in the Available Groups list (left-hand box). Click the work group.

    • Click the right-pointing arrow button. The work group will move into the Selected Groups list (right-hand box).

  • To remove a Trade Work Group:

    • Find the work group that you want to remove as a Trade Work Group in the Selected Groups list (right-hand box). Click the work group.

      • Click the left-pointing arrow button. The work group will move into the Available Groups list (left-hand box).

• Click the blue Update button to save your changes or click the Cancel button to cancel.