#SHIFT EXCHANGE SOFTWARE MANUAL#

Grant is your own WFM concierge handling all processes related to schedule requests, so you can focus on the big picture. Grant вЂ“ Your Virtual Assistant for Easier Employee Self-service

#SHIFT EXCHANGE SOFTWARE MANUAL#

Unleash the potential of your employees by removing stress & manual rigidity. Parameters set by management and automated staffing monitoring mean zero managerial intervention is required and there is no impact on customer service levels. Schedules are updated instantly once moves are made. Move Lunches or Breaks вЂ“ Agent Self-Service FunctionalityД®nable your frontline employees to independently move their lunches and breaks for the day itself or coming 7 days. Agents can add work hours on a scheduled or unscheduled day, based on predefined shift patterns and coverage.

The ' Status' column displays to indicate a pending request, to indicate an approved request, and to indicate a denied request.Build Your Own Schedule вЂ“ Provide Your Employees with Increased Flexibility and Greater ControlД¬alabrioвЂ™s new build your own schedule functionality gives your agents greater control over their schedule, while also considering your customer service demands.

The ' Approved Date' column displays the date the request was approved.

The ' Approved By' column displays the name of the management user that approved the request.

Prior approval is an optional tool for operations that require a two-step management approval process for shift swap or sub requests.

The ' Prior Approval'В column displays a red 'No' by default and a blue 'Yes' to indicate the 'Prior Approval' check box has been checked in the status window.

The ' Employee Status' column displays 'Pending' toВ indicate Employee (2) has yet to approve or deny the request, 'Accepted' to indicateВ they are willing to swap or sub for Employee (1),В or 'Declined' to indicate they have rejected the request to swap or sub.

The ' Date (2)'В column displays the date of the shift Employee (2) is requesting to swap or 'TBD' to indicate a sub request.

The ' Employee (2)' column displays the employee ID number and name for the second employee requesting to swap their assigned shift or sub for the first employee's assigned shift.

The ' Date (1)'В column displays the date of the shift Employee (1) is requesting.

The ' Employee (1)'В column displays the employee ID number and name for the first employee requesting to swap or sub their assigned shift.

Displays 'Sch Comment' to indicate supervisor comments have been entered for the request. Displays 'Emp Comment' to indicate Employee (1) has entered a request comment. The ' Submitted on' column displays the date Employee (1) submitted the request.The' Display'В defaults to the requested 'Schedule Date' but provides an option to filter by the requested 'Submit Date.'ДЄfter pulling the pending requests, we can now select one to manage by clicking the calendar with a question mark icon.The ' Home Cost Center' drop down allows you to filter by an employee's home cost center assignment.The ' Query By' drop down defaults to Pending requests and filters requests by status.The ' Employee' drop down menu allows you to select specific employees or all employees.In our example we are searching for all pending requests. Once on the page you will have the ability to query by the request status.

To begin you will navigate to ePro Scheduler > Scheduling > Shift Swaps. If you have questions or need assistance, please contact support. These settings areВ configurable under Scheduling Admin > Configure.

Shift Swap approvalsВ may be restricted by pay week, pay period, an even exchange time off policy, the employee'sВ accepting status, orВ may be disabledВ altogether. This view provides options for displaying pending, approved, denied, or all shift swap requests. The Shift Swap tools allow you to view andВ manageВ shift swap and shift sub requests.В Schedulers can view shift swap requests by scheduled date span or submitted date span or use Home Cost Center and District filters to drill down to specific groups ofВ employees.

Shift exchange software