Employees can Initiate Trading Assignments/RDOs choosing the employee (and his Assignments) they want to trade with.
There are a few different ways to Initiate a Trade and this article will provide a walk-through of the available options.
My Schedule
1. Tap on the plus icon and click on the Initiate Trade option.
2. In the Candidate Swapping Items field tap on the plus sign for the assignments you want to trade and tap on Next button.
Note: One or multiple Assignments can be added.
Tap on the minus iconto remove items form your Swapping Cart.
3. Select the Employee you want to trade with.
4. Choose from Candidate Swapping Items by tapping on the plus sign in order to add them in Their Items field.
5. Once Swapping Items are added tap on Next button.
6. View the Swap Summary and Submit if you agree with the selected items.
Depending on your Organization's configuration a Supervisor will Approve or Reject the Swap.
In the meantime, until the Supervisor's actions, these swaps will be displayed in a pending status.
Assignment Details
1. Tap on any day in My Schedule Calendar.
Note: Depending on your organization's configuration, today's date (or other
dates) could not be available for accomplishing the following steps.
2. Tap on the Assignment exposed at the bottom of the screen.
3. In the Assignment Details screen tap on the Initiate Trade button.
4. In the Candidate Swapping Items field tap on the plus sign for the assignments you want to trade and tap on Next button.
Note: One or multiple Assignments can be added.
Tap on the minus iconto remove items form your Swapping Cart.
5. Select the Employee you want to trade with.
6. Choose from Candidate Swapping Items by tapping on the plus sign in order to add them from the Their Items field.
7. Once Swapping Items are added tap on Next button.
8. View the Swap Summary and Submit if you agree with the selected items.
Team Schedule
1. Tap on the menu icon and select the Team Schedule option.
2. Select the employee you want to trade with.
3. Selected Employee's Schedule will be displayed and Assignments to trade with can be chosen.
Note: If you need to select another employee click again on the menu iconand
select another employee.
4. Select the Date/Assignment you want to request for trading by tapping on the Assignment exposed at the bottom of the screen.
5. In the Assignment Details screen tap on the Initiate Trade button.
6. Select any additional items you want to request from the other employee's schedule by tapping on the plus sign in order to add them in Swapping Cart field and tap on the Next button.
7. Select the items from your schedule you want to trade away by tapping on the plus sign and tap on Next button.
8. View the Swap Summary and Submit if you agree with the selected items.
Note: In all the above-mentioned workflows only assignments that employees are
qualified for will show up as options.
Swap Board
Initiate Trade by Accepting an offered assignment.