Managing Shift Swap & Open Shift from a Smartphone

In this article, you'll learn how to manage shift swaps and open shifts using the RosterElf app on your smartphone. Shift swaps and open shifts let team members exchange or pick up available shifts, making roster management more flexible and reducing scheduling gaps. Before using this feature, you’ll need to enable it through Roster Settings on a computer. Once activated, managers can view and action pending shift swaps and open shifts directly in the app, streamlining rostering for busy teams. This guide provides simple steps to process these requests efficiently.

1. Setting Up Shift Swap & Open Shift Feature

This section directs you to the initial setup needed to manage shift swaps and open shifts from your smartphone. To begin, ensure this feature is enabled in Roster Settings on a computer. For detailed setup instructions, please refer to the appropriate guide [link to be added]. Once set up, you’ll be able to view and action these requests directly in the app, making mobile management efficient.

2. Viewing Shift Swap & Open Shift Requests

With the feature enabled, you can now view shift swaps and open shifts in the RosterElf app under the Dashboard’s Swaps tab. This tab provides quick access to all pending requests, so you can manage shifts on the go.

2.1.1 Open the RosterElf app.

2.1.2 Go to the Dashboard.

2.1.3 Tap on the Swaps tab to view all pending requests.

3. Processing Shift Swaps & Open Shifts

This section explains how to process shift swaps and open shift requests. Approving or denying these requests immediately notifies the involved employees, keeping them updated.

3.1.1 Tap on a pending request to view the proposed change.

3.1.2 Review details in the information window.

3.1.3 Tap Approve to confirm or Deny to decline.

3.1.4 Both staff members will be notified of your decision.

FAQs for Managing Shift Swaps & Open Shifts

1. How do I enable shift swaps and open shifts in the RosterElf app?
To enable shift swaps and open shifts, go to Roster Settings on your computer and turn on the feature. Once enabled, you can manage these shifts directly in the app.

2. Where can I view pending shift swap and open shift requests?
To view pending requests, open the RosterElf app, go to the Dashboard, and select the Swaps tab. All pending shift swap and open shift requests will appear here.

3. How can I approve or deny a shift swap request in the app?
Tap on a pending shift swap request to view its details. You can then choose to Approve to confirm or Deny to decline. Both employees involved will receive a notification of your decision.

4. Can employees see the outcome of a shift swap or open shift request?
Yes, employees are notified instantly once a shift swap or open shift request is approved or denied, ensuring clear communication.

5. Do I need a computer to manage shift swaps after setup?
No, once shift swaps and open shifts are enabled in Roster Settings on a computer, you can manage all requests through the RosterElf app on your smartphone.