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Shift swaps, give-aways and drops: how approvals work

For everyone1 min readUpdated

Workers can give a shift away, swap it with a coworker or drop it, right from the shift. Every rule is checked first, and you decide whether a manager approves each one.

Step 1: Open the shift

The worker opens their upcoming shift, before it starts. At the bottom are three choices.

  1. Give away offers it to every coworker who could work it under your rules.
  2. Swap with… lists only the coworkers, and their shifts, that fit both people.
  3. Cancel this shift drops it, with a reason and, if they like, a photo or a file.

The shift stays theirs until it really moves, and the offer ends on its own when the shift starts.

A worker’s upcoming shift with the Give away, Swap with… and Cancel this shift buttons
Give away, swap or cancel, at the bottom of the shift.

Step 2: Give it away

  1. Add a note for your coworkers if you like, for example why you can’t make it.
  2. Tap Give it away. Coworkers see it under Schedule → Offers → From coworkers, and the first to tap Take this shift gets it.
The Give away this shift? window with a note box and the Give it away button
It stays yours until a coworker takes it.

Step 3: Approve it, or let it go through

With Approve swaps & drops on under Menu → Rules, each one waits in Menu → Requests for a manager.

  1. Read who takes which shift.
  2. Tap Approve (every rule is checked again first) or Decline.

With it off, a give-away or swap happens as soon as the coworker says yes, and a drop happens at once, unless a notice or minimum-crew rule warns (then a manager decides) or blocks it.

A shift swap request in Requests showing both shifts, with Approve and Decline
A swap waiting for a manager, in Requests.

Good to know

  • Workers need the role permission Give away or swap shifts to give away or swap.
  • A worker can never get past a rule by themselves: a rule that blocks stops the swap for everyone.

Still need help?

Email us at support@urtimesheet.com. In the app, you can also ask Ur Timesheet from the Menu.

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