Approve a swap and assign its replacement

Before you start

Open More → Swap requests. Review the requesting employee, shift, reason, and preferred replacement.

Step by step

1. Use the status filter to find pending requests. Add an optional review note if it helps explain your decision.
2. Approve or reject the request. Approval alone does not assign the preferred replacement.
3. For an approved request, choose Assign replacement to open the assignment workflow.
4. Select exactly one eligible replacement for the specified shift and save the swap. Review the result before leaving.
5. Return to the request and verify its status. Use Mark completed only after verifying the replacement is saved; use Cancel request when appropriate.
6. Review the updated roster, publication, and employee confirmation status.

Notes & troubleshooting

• A preferred replacement is a suggestion, not an eligibility guarantee.
• Changing a request’s status does not replace the need to verify the actual assignment.