Users Shift Replacements

Allow users to replace shifts with other qualified teammates

Amir Elharar avatar
Written by Amir Elharar
Updated over a week ago

Say no more as we have the perfect solution for that!

Shift replacement allows users to swap their scheduled shifts with their fellow qualified teammates, saving you time and effort, and saving your team the long & late-night phone calls to find replacements.

In this article we will go over:

How Can You Enable Shift Replacements?

  1. Enter the relevant shift schedule and press on the "Settings" tab located on the top right.

  2. Then make sure you are in the mobile app tab.

  3. Check the " Enable shift replacement requests"

  4. Press on " Save changes" in the bottom right corner.

GIF of admin enabling shift replacements in Connecteam's Job Scheduler dashboard

Once enabling replacements, users will now be able to request a shift replacement with fellow teammates.

Pro tip: want to keep track of your users' requests? Set your admin approval as required in order to keep control of your users' shift replacement requests!

How Does it Work From the Users' Side?

Users will be assigned to a shift. Once opening the shifts, there will be a " Find replacement" button located near their personal name.

Screenshot of the find replacement button in Connecteam's Job Scheduler on the mobile app

Once pressing on the find replacement button - a dropdown list of qualified users will appear to select from. Once the user selects the qualified teammate they desire, a replacement request will be sent to the relevant user. *Until the shift is accepted by the fellow user, the shift will remain in the original user's personal schedule.

Once the request is approved, the shift will automatically be assigned to the new owner of the shift.

GIF of replacement request function in Connecteam's Job Scheduler on the mobile app

Frequently Asked Questions:

Q. Can users see their request history?

A. Yes- each user has their personal Replacements tab where they can always view their previous requests or previous requests they have received.

Screenshot of replacements tab in Connecteam's Job Scheduler on the mobile app

Q. Can users delete replacement requests?

A. Yes! All they must do is enter their "Replacements" tab and hit on "Sent by me".

Once entering the specific request, they will see a "cancel request" tab.

GIF of user cancelling replacement request in Connecteam's Job Scheduler on the mobile app

*The shift replacement capability is available from the advanced plan and above*

Curious to learn more about our advanced plan? You can learn more about it here

Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies in under 5 mins to ANY question.

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