Configure shift swap settings

This article applies to all Kenjo customers (including DSPs).

With our swap shift feature, employees can easily and independently exchange shifts with one another. A shift swap request must be accepted by the other employee before it becomes effective. If the request is declined or expires, the requester keeps their original shift and remains responsible for working their scheduled time.

Set up shift swap settings

• Go to Shiftplan > Settings > General > Swapping shifts 

Here you can find two functionalities. The first functionality allow employees to access company shifts on mobile enables your employees to see their coworkers shifts. You can restrict the visibility to specific employees, employee groups, roles, locations or working areas.  

In order to use the second functionality allow employees to swap shifts on mobile, the first options needs to be toggled on. The first option must be enabled before the second can be used. 

• Toggle on the switch for allow employees to access company shifts on mobile 

You can now configure shift visibility and decide which employees can see each other’s shifts. You can select all possible combination of restrictions, you can check none, one, two or all three of the boxes and select additionally or instead of the check boxes specific groups or only specific employees to see each other's shifts. 

• At least one role matches with employee
  
• At least one location matches with employee
• At least one working area matches with employee

• Select specific groups: Select teams, offices or locations
• Select specific employees: Select only specific employee names whose shifts will be visible for others

In our example the employees will see shifts of employees whose (at least one) roles and working areas match, Team A's, Team C's and Office 8's members and of the employee Geraldine Little. 

Allow employees to swap shifts on mobile

• Toggle on this switch when you want employees to being able to swap shifts on their mobile
• Choose which employees will be able to use the shift swap feature:
  • Allow employees to request swap to all their coworkers: All employees are allowed to swap shifts.
  • Allow employees to request swap only to specific coworkers: Select which employees can use the shift swap feature.