216
Utilizing Even Trade Worked and Even Trade Off streamlines the process of shift swapping within your department, offering a semi-autonomous solution. This feature empowers your employees by granting them the flexibility to exchange shifts with others while also allowing them to specify the days they are willing to relinquish, ensuring a mutually beneficial trade.
To activate this feature, please reach out to Pace Support. We will guide you through the setup process promptly.
To expedite the activation of this feature, please reach out to Pace Support at [email protected] and provide the requested information below:
1. Trade Request Preference - Please choose one of the following options:
- Supervisor Approval
- Admin Approval Only
- 1st Level Approval Required
- 1st and 2nd Level Approval Required
- Approval by the Other Person (shift provider)
- Approval by Other Person, then Supervisor OR Admin
- Approval by Other Person, then Supervisor AND Admin
2. Naming: A Special Assignment will be created. Is 'Even Trade Off' acceptable to you, or would you prefer a different name? If so, please specify the preferred name.
After you've submitted this information to Pace Support, we will proceed to activate this feature based on the details you've provided. You will then notice a new entry within the Admin table, specifically under the 'Special Types & Designations' section, labeled 'Even Trade Working.'
To initiate the creation of an 'Even Trade Working' type, simply click on the '+New Even Trade Worked' option. This process closely resembles the creation of any other special type you may have configured previously. This specific type is crucial for the proper functioning of this setup and is a mandatory step in the process.
When Individual A and Individual B wish to exchange shifts, they should first mutually agree upon a suitable day for both parties. Once this day is determined, Individual A should initiate the trade request. Subsequently, Individual B will receive a notification regarding the trade and must access the 'Pending Requests' page to accept or decline the request.
Depending on the settings you've provided to Pace Support and the specific approval requirements, the final authorization may involve the Supervisor or Admin, as specified. Their approval may be necessary to finalize the trade transaction.
Important note: Individual A will receive the hours for the shift he/she was originally scheduled to work, even though he/she traded that day for a different day with Individual B. We are unable to change this.
Individual A can initiate the trade process by accessing the calendar and right-clicking on the specific shift they wish to exchange with Individual B. The system will then display the available trade options. Please note that the available options may vary based on your chosen view, whether it's a 28-day view or a Monthly view.
In the displayed options, grayed-out dates represent days when Individual B is already scheduled to work. In contrast, highlighted options indicate days when Individual B is marked as off and available for trading.
After submitting the trade request, assuming you selected the 'Approval by Other Person, then Supervisor OR Admin' option, Individual B will find it in their 'Pending Requests' page. They can either accept it, or alternatively, a Supervisor or Admin also has the authority to override it.
After receiving approval from all parties involved, the calendar will reflect the traded days in the following manner. The precise colors and text formatting will be dictated by your initial configuration, potentially differing from the visual representation in the image below. Additionally, the system will automatically generate a note detailing the trade, including information on the trading individuals, the shift time, and the traded day.
