Scheduling & Roster

How Shift Swapping Works

Post a giveaway or swap, review eligible offers and follow any required manager approval.

1 min read

Arrange cover through the Swap Board

Team members need Swap Board access and the organisation's Enable Swap Board setting switched on. Posting windows and approval rules depend on the organisation's settings.

Post and complete a request

  1. Open Swap Board and choose the eligible future shift you cannot work.
  2. Choose a Giveaway if someone should take the shift, or a Swap if you want a shift in return.
  3. Add any day or time preferences, then submit the post.
  4. Review eligible responses. Required shift roles affect who can claim, and preferences help identify suitable offers.
  5. Follow any required manager approval. Check your updated roster after the request completes.

If the link or action is unavailable

Ask your Organisation Admin to check Settings → General → Enable Swap Board and your feature permissions. Switching the feature off removes normal Swap Board access; it does not mean your account is broken. A shift may also fall outside the configured posting window.

Managers can start a swap-board post from an eligible published future shift on Team Roster. Completed swaps are recorded in the roster audit history. Shift Grab handles eligible open shifts separately.

Related: Manage roster shifts · Check published shifts.