Use of the Helper Tradeboard is included in your subscription but it is optional. You can set whether or not your helpers can use the Tradeboard on your SETTINGS>Helper Permissions page. Tradeboard settings are global, and cannot be applied to only certain positions or helpers.
The Tradeboard allows helpers to work with each other to sort out conflicts in their work assignments. You can allow helpers to either trade “At Will” or “With Coordinator Approval”.
The Tradeboard can also show any unassigned (open) shifts if you choose that option on your SETTINGS>Global Helper Permissions page. Helpers (or coordinators for the helper) can set whether helpers are automatically notified when a shift that they can work is added to the Tradeboard.
You can also see which shifts are on the Tradeboard or are pending coordinator approval on the By Helper Schedule View.
Each helper’s recent Tradeboard activity can be seen on their Helper details page, Schedules-Prefs tab.
When helpers sign in and view the Tradeboard, they only are shown the shifts for the Positions they are allowed to work.
| “Private” Shift Trade | At Will | With Coordinator Approval | |
| John signs in and clicks one of Jane’s shifts and suggests a trade for one of his specific shifts. A message is sent privately to Jane making a trade proposal (and Jane will see a link to the new trade offer on her home page when she signs in) | Jane signs in and clicks to agree to the trade. A message is sent to John that she agrees. (If Jane refuses the trade a message is sent to John informing him) |
Shifts are automatically changed in the schedule. | Coordinator is notified of the pending trade by email and in their “What’s New” section and can either deny or approve. -If approved, the shifts are updated in the schedule and the helpers are notified. -If denied, the helpers receive notification that it was denied. |
| Trading Shifts | At Will | With Coordinator Approval | |
| John signs in and wants to get rid of one of his shifts and trade for someone else’s. He posts his shift to the Tradeboard and indicates he wants to trade. | Jane signs in and clicks John’s shift on the Tradeboard and offers one of her shifts in trade for his. The shift is removed from the Tradeboard and a message is sent to John asking him if he agrees to the proposed trade. John signs in and agrees to the trade. (Or if refuses he must repost the trade to the Tradeboard) |
The shifts are immediately reassigned in the schedule. | Coordinator is notified of the pending trade in their “What’s New” section of the drop/pickup of the shift. -If approved, the shift is updated in the schedule. -If denied, the helpers receive notification that it was denied and may want to repost to Tradeboard. |
| Drop / Cover up a Shift* *Note: Dropping a shift normally requires that another helper agree to picking it up. |
At Will | With Coordinator Approval | |
| John wants to get rid of a shift and posts it on the Tradeboard indicating he wants someone else to pick it up. | Jane signs in and clicks to pick up the shift and add it to her schedule. A message is sent to John that she wants to pick up the shift. | The shift is immediately reassigned to Jane in the schedule | Coordinator is notified of the pending pickup in their “What’s New” section of the drop/pickup of the shift. -If approved, the shift is updated in the schedule. -If denied, the helpers receive notification that it was denied. |
| Unassign Themselves from Shifts | At Will | ||
| If your SETTINGS page is set to allow helpers to unassign themselves from shifts, they can click their shift and then click to unassign it. | Jane signs in and does not want to work a shift she is assigned to, she clicks the shift and then clicks the “Remove Me From this Shift” link. | The shift is immediately set to unassigned and Jane is no longer assigned to it. The open shift is posted to the Tradeboard if you have chosen the “Can See and Pick Up Unassigned Shifts” option. | |
| Picking Up Unassigned Shifts | At Will | With Coordinator Approval | |
| If your SETTINGS page “Can See and Pick Up Unassigned Shifts” option is set to put Unassigned shifts on the Tradeboard they will show up on the Tradeboard when the schedule is published. | Jane signs in and sees an open shift that she wants to add to her schedule and clicks to pick it up. | The shift is immediately reassigned to Jane in the schedule. (If this shift puts her over max hrs/wk it is sent for coordinator approval.) | Coordinator is notified of the pickup request in their “What’s New” section of the shift to be picked up. -Multiple requests can be made and are listed on the Pending Trades page in the order received. -If approved the shift is updated in the schedule. -If denied the helpers receive notification that it was denied. |