This Workflow/functionality is intended for Admin & Business End-Users.
Ιf you are interested in establishing the Advanced Features
module, please contact us for help.
This feature provides schedulers the ability to swap assignments and or assignments/RDOs on behalf of employees. See Advanced Features: Swapping for more information on the supported workflows.
1. Navigate to the Home Page by selecting the Indeavor diamond icon in the upper left corner of any Indeavor screen:
2. Click on the Advanced Features.
3. Click on the Manual Swap icon from the menu on the left side.
4. Select the desired Organizational Unit (OU) by clicking on the OU picker icon in the top right corner of the webpage.
Swap Assignments
1. Select the date range and the name of the two employees for which the swapping will occur.
Note: One employee must be working Shift A.
The other employee must be working Shift B on the same day.
2. Click on the Swap icon for the dates swap needs to occur.
3. Once the swaps have been selected, click on the SWAP button
8. The Swap is completed and the Swaps Summary will show the status, as well as the swaps that occurred for each employee.
Note: To perform another Manual Swap, click again on the Manual Swap icon
from the menu on the left side.
Swap Assignments and RDOs
1. Select the date range in which the swapping of the RDOs of each employee will occur
Note: One employee works on Day 1 and is off on Day 2.
The other employee must be off on Day 1 and working on Day 2.
2. Select the names of the two employees whose RDOs are being swapped
3. Once both employees have selected, their schedules will populate on the center of the webpage for the date range selected
4. Select the icon on a date that allows the swapping of Employee 1's RDO with Employee 2's post assignment. The swap icon will become to confirm that a swap has been selected
Note: The day off that the employees receive as a part of
a mutual day swap can be either RDO or a special type of RDO (a leave type).
5. Select the icon on another date that allows the swapping of Employee 2's RDO with Employee 1's post assignment
6. Once the swaps have been confirmed, click on SWAP left of the date range to process the RDO swaps between the two employees
7. The Swap is completed and the Swaps Summary will show the status, as well as the swaps that occurred for each employee.