ShiftPlanning Tutorial - Trading Shifts





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Published on Dec 12, 2011


Welcome to the ShiftPlanning video tutorial Trading Shifts: here we will show you how to successfully trade shifts with a co-worker.

1. You may choose to trade shifts with one another within the ShiftPlanning system. You can access the trade request on the home page underneath Upcoming Shifts by clicking on the option 'Details', in the profile underneath Upcoming Shifts by clicking on the option 'Details', or by clicking on the Shift link on any day shown on the calendar which will open a shift screen where you can trade a shift.

Clicking on the Shift link on any day shown on the calendar will open this screen:

2. You will need to provide a reason for the change and indicate which employees may be able to cover the shift.

3. Once the request is sent, ShiftPlanning notifies management as well as the employee(s) selected to potentially cover the shift. The status of the shift trade can be found by going to Requests and then Shift Trades.
4. Management must first approve the request and then a new employee must agree to cover the shift. Once this occurs and management has approved the shift trade, everyone involved in the trade will receive a confirmation email letting you and them know that the request was approved. The calendar will reflect your new hours.

You can always find the Shift Trade area if you:
Go to: tab Requests and then Shift Trades

For more info check out this topic on our Forum -


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