Requiring Coordinator Approval for Trades/Drops & Picking up Unassigned Shifts
Paid accounts will see on the SETTINGS>Global Helper Permissions page, the option to “Allow Trades With Coordinator Approval” gives you control, requiring coordinator approval before any helper trades can take place.
If you have set Trades or Drop/Pick ups to be “With Coordinator Approval”
- You will receive a trade request only after both helpers have agreed to trade their shifts
- If you approve the request, the shifts are updated in the schedule and the helpers are notified
- If you reject the request, the affected helpers receive notification that it was denied, and requestor may want to repost the shift to the Tradeboard
- You will receive a drop/pickup request when a helper wants to drop a shift after another helper agrees to pick it up
- If you approve the request, the shift is updated in the schedule and the helpers are notified
- If you reject the trade/drop, the helpers receive notification that it was denied, and the requestor may want to repost the shift to the Tradeboard
Dropping Shifts
Helpers cannot Drop a shift unless another helper first agrees to pick it up (but you can let helpers unassign themselves from shifts using Permission #19 on the SETTINGS>Global Helper Permissions page).
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 assigned to 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 seen in the “What’s New” section of the Coordinator Home Page and on the “Pending Trades” page.
Some coordinators periodically review the Tradeboard and unassign or reassign shifts listed as drops.
Note that whenever a shift pick up will put a helper over their max hours per week, it will be sent for coordinator approval on the “Pending Trades” page.