Platform · Shift swaps

A change of shift. Checked before approval.

Let controllers propose an exchange. Check qualifications, rest, conflicts and balances before the configured approval process updates the roster.

Interactive example

Explore checks for a proposed swap.

Choose an example. See which checks pass and which need attention.

Try a swap

Choose a swap. See what changes.

Explore 24 checks for qualifications, rest, overtime and other swap conditions. Pick a scenario, change the inputs and review the results. This example evaluates selected conditions; it does not approve a live swap.

Turn on JavaScript to change the scenario. The initial example and its check results are shown below.

No failures in the evaluated checks. Review the checks marked Not evaluated.

Roster integrity

Check that the shift blocks are compatible for exchange.

3 passed

Pass
Blocks aligned
Both blocks are the same length and cover the same dates.
Pass
Same roster
All shifts belong to the same published roster.
Pass
Shifts must differ
The two sides differ in date, shift type or qualification.

Eligibility and qualifications

Check each employee’s eligibility for the incoming shift.

2 passed · 2 not evaluated

Not evaluated
No suspension overlap
Suspension status is not evaluated in this example.
Not evaluated
Rest day is protected
Protected rest-day status is not evaluated in this example.
Pass
Operational shift types only
Both shifts use operational shift types.
Pass
Qualifications held
Both employees hold the qualification required by the shift they receive.

Organisation and team

Check the required unit and team membership.

1 passed · 2 not evaluated

Not evaluated
Same employee category
Both employees use the same category in this example.
Not evaluated
Team membership
Neither shift here is bound to a specific team.
Pass
Unit membership
Both employees hold membership in the unit of every shift they receive.

Fatigue and rest

Check rest intervals and consecutive working days.

2 passed

Pass
Consecutive working days
Neither employee exceeds the maximum consecutive working days.
Pass
Minimum rest time
Minimum rest time still holds on both sides of each received block.

Absence and conflicting requests

Check conflicts with leave, duty and pending requests.

4 passed

Pass
No competing swap
None of the shifts is already part of another pending swap.
Pass
No pending work request
No shift in the swap carries a pending work request.
Pass
No leave or duty clash
No approved leave or duty overlaps the received shifts.
Pass
No pending extension
No shift in the swap carries a pending shift extension.

Pay, allowance and limits

Check the effect on hours, allowances and monthly limits.

1 passed · 7 not evaluated

Not evaluated
Work-request allowance already spent
No work-request allowance is included in this example.
Not evaluated
Granted allowance already spent
Neither shift has consumed allowance in this simplified demo.
Not evaluated
Extension allowance already spent
No shift-extension allowance is included in this example.
Not evaluated
Instructor allowance already spent
Neither controller is assigned as an instructor on these shifts in this demo.
Pass
Overtime limits
Both employees stay within their overtime limits after the swap.
Not evaluated
Monthly extension cap
This example does not transfer a shift extension.
Not evaluated
Monthly work-request cap
This example does not transfer a work request.
Not evaluated
Bank of Working Hours covers it
Neither shift was obtained by spending Bank of Working Hours in this demo.

Illustrative scenario. Checks marked Not evaluated need additional information outside this example.

From proposal to published change.

Select shifts

Employees choose the shifts to exchange. Team leads can propose a swap for two people.

Check eligibility

The system checks the exchange before submission and shows the identified violations together.

Review and approve

The shifts stay locked while the request is pending. Approval and personal-consent steps follow the roster’s unit settings.

Update the roster

Approval exchanges the shifts and transfers associated work requests, shift extensions and relevant hours accounting. Pending or rejected requests can be reverted to release the locks.

Eligibility

Check the proposed exchange.

Roster structure

Check compatible blocks in the same roster, aligned dates and lengths, pending swaps and supported shift types.

Eligibility

Check qualification, team and unit membership, suspensions and employee classification.

Rest and activity

Check minimum rest around the exchanged shifts and conflicts with approved leave, duty and relevant pending requests.

Hours and allowances

Check available Bank of Working Hours, net overtime changes, monthly request limits and allowances already consumed.

The creation workflow includes 24 checks. Candidate suggestions, submission and acceptance provide separate validation points because the roster or employee circumstances may change while a request is being reviewed.

The hours follow the shift.

Bank of Working Hours and overtime accounting move with the assignment. For an exchange of several shifts, the checks consider their combined effect on balances and limits.

Controller and non-controller classifications use different accounting rules and cannot be mixed in one swap. The receiving employee must have the required balance and overtime capacity.

Review how your shift swaps would work.

Start with a 20-minute discovery call about your swap rules, consent requirements and approval process. We’ll then arrange a demonstration tailored to your priorities.

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