Trade Shifts

This article is part of the employee schedule requests feature on the R365 App and covers how to trade shifts. 

From the R365 App, employees can submit shift trade requests. To trade, users can select the shift they would like to swap out as well as the shift they would like trade for. The other employee will then approve or deny their request to trade. If approved, the request will submit for manager approval. If approved, the shift changes will reflect on the employees' respective schedules.

Shift Trade Criteria

Users can trade a shift to any employee that:

• works at the same restaurant location

• has the same job on the shift

• is available during the shift

How to Trade Shifts

Users can request to trade from two different places in the R365 App:

1. The schedule widget on the mobile dashboard

2. The employee schedule

Trading from the Schedule Widget

To trade from the Schedule widget, follow these steps:

	Swipe left or right on the upcoming shifts section of the Schedule widget to locate the shift that needs to be traded. Tap the shift to open the shift details.
	The 'Trade Shift' and 'Offer Shift' buttons will appear. Tap 'Trade Shift' to start the trade process.
	Locate the shift of another employee to trade for and tap the shift to select it. Selected shifts will show a blue dot on the shift.
	Once the shift is selected, tap send request.
	Users will be shown a confirmation of the request.  The trade request will now be sent to the other employee for approval.

Trading from the Schedule Calendar

To trade from the Schedule follow these steps:

	Tap Schedule from under Scheduling in the mobile navigation menu.
	From the My Schedule tab, locate and tap the restaurant shift that needs to be traded away. This will open the shift details screen.
	From the shift details screen, tap the Trade Shift button. Users will then be prompted to select which shift to trade for.
	Locate and tap the desired shift. The shift selected here will be the shift that the employee will swap with if the request is approved.
	Once the shift is selected, tap send request,
	Users will be shown a confirmation of the request.  The trade request will now be sent to the other employee for approval.

Employee Trade Request Approval

Before the trade request is sent for manager approval, the trade request must first be approved by the employee whose shift is being requested. The employee being traded with will receive the trade request on their request list on the Incoming tab. It will appear on the Outgoing list for the user who requested the shift trade.

If the other employee approves the trade request, then it will be sent to management for final approval.

If the other employee denies the trade request, it will not be sent to management. The trade request will show that it has been denied by the employee, and the user's original shift will remain assigned to the user.

Trade Request Status

Users can track all their scheduling requests in the Outgoing tab of the Requests screen. 

Request Details Screen

Tapping a trade request will open the Request Details screen. This screen shows the details about the trade as well as the request status. 

Users can also tap cancel request to cancel the request. 

Shift Trade Status

Shift Trades must be approved by the employee being Traded with before being sent to management for approval. Shift trades will be listed in the Outgoing list for the employee that submitted the request. Tap the shift to view the trade status.

• Trade requests that are pending employee approval will be labeled with Pending EMPL

• Trade requests that have been approved by the employee and are now pending manager approval will be labeled with Pending MNGR.

• When a manager approves the trade request, the shifts will be traded and schedules for the requesting user and the other employee will both be updated with their new shifts. The trade request will show that it has been Approved by the Manager.

• When a manager denies the trade request, the shifts will not be traded. The trade request will show that it has been Denied by the Manager, and both employees will remain with their original scheduled shift.