Schedule Swap (Supervisors)

How to get to this page: Schedule tab > Sch. Swap

Use Schedule Swap to exchange schedule segments between employees. The schedule itself remains the same; it's the employee assigned to the swapped segment who is different. (Note that prior to using Schedule Swap you must configure the process and create a new pay type.)

To use Schedule Swap:

1. On the Schedule tab click Schedule Swap.
2. Enter, or click to select from a pop-up list, the names of the employees whose schedules you want to swap. Note that the employee on the left is schedule From; the employee on the right is schedule To.

If you want to reduce the number of employee names appearing in the drop-down list, you can filter employee names by department. Click Dept to display a list of departments, select the departments from which you want to choose employees. Note that this filter remains active even after you log off. To remove the filter, click Dept clear the check mark from the header row.

3. Enter the Date From and Date To week in their respective text boxes. You can enter the dates manually, or simply click to choose the dates from the pop-up calendar.
4. Click Go to display each employee's schedule. If the employees are exchanging schedule segments that occur on different days, both employees' schedules are displayed beneath each date.
5. Select the schedule segments you want to exchange.
6. Click to select from the drop-down list a pay type for this exchange.
7. Click Swap to swap the schedules. The view refreshes to reflect your changes.
8. You can view prior schedule exchange activity for each employee for the selected day by clicking the Audit button closest to his/her name.

Note(s):

• An employee's Schedule button appears in pink if he/she has exchanged schedule segments during the current period. If you click this button to view the schedule, you will see a link beneath Position on each day that a schedule segment was exchanged. Click this link to view the details of the exchange.
• Swapping schedules between two employees whose schedules overlap requires changing the master schedule of one of the employees ensuring there is no schedule overlap. Next, swap their schedules. The swapping of the schedules (although overlapping) is done as expected.