How job swap requests work

Modified on Wed, 17 Jun at 8:23 AM

INTENDED SEARCHES: job swap, swap job, transfer job, employee job request


Use job swap requests when one employee or team needs to request a job assignment change with another employee or team.


This should not be treated as an automatic schedule change unless the system or an admin approves the swap.


Common information you may see:

- Original job.

- Requesting employee or team.

- Requested replacement employee or team.

- Swap status.

- Rejection reason, if denied.

- Related schedule date.


Basic process:

1. Open the job or schedule area.

2. Find the swap or transfer option if your account allows it.

3. Choose the job involved.

4. Select the employee or team involved in the request.

5. Submit the request.

6. Wait for admin approval if approval is required.

7. Confirm the schedule after the swap is accepted.


Before saving or relying on this record, check:

- Correct job.

- Correct date.

- Correct current assignee.

- Correct requested assignee.

- Approval status.


Why this matters:

Job swap tracking prevents schedule confusion and creates a record of who requested, accepted, or rejected a change.


Support note:

If the customer cannot find the option, cannot save the record, sees different fields, or receives an error, they should contact support with the record name, page they were on, what they clicked, and a screenshot if possible.


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