On your SETTINGS>Global Helper Permissions page if you let helpers trade shifts or drop/pickup shifts “At Will,” they can simply trade shifts without coordinator approval. Helpers can post a shift to the Tradeboard and if someone agrees to trade or pick it up, then the schedule is automatically updated without coordinator involvement.
If you allow pick up of unassigned shifts “At Will”, helpers can pick up shifts up to their set maximum hours per week – any shift putting them over their maximum hours per week will be sent to the coordinator for approval.
NOTE: if you allow Trades, Drop (Cover), and Private trades “At Will” our system will not stop a helper from requesting a trade that would put them over maximums. So you can either periodically run Analyze to see if any conflicts have arisen or you can always require “Coordinator Approval” for trades so that a coordinator can check each trade to be sure it will not put the helpers over maximums.
Drop/Cover Shifts
Helpers cannot drop a shift unless another helper first agrees to take it. (Or you can let Helpers unassign themselves from shifts without a replacement on your SETTINGS>Global Helper Permissions page) using Permission #19.
Example: John wants to drop a shift. He clicks on his shift and chooses to place it on the Tradeboard as a “drop.” Jane sees his shift on the Tradeboard and clicks on the shift and agrees to pick up his shift. If you allow drops “At Will,” the schedule would then reflect Jane as the helper for that shift. If you allow drops only with “Coordinator Approval,” then the shift is removed from the Tradeboard and a pending trade request notification is sent to the coordinator and is also displayed in the “What’s New” section of the Coordinator Home Page and on the “Pending Trades” page.
To track who picked up or dropped each shift, click the shift in any schedule view and then click the Shift History link in the upper right.