Setting Shift Swap Rules

Important
You must be on the Web App in order to change these settings.

1) On the Prospr Web App, use the menu on the left to navigate to "Scheduling" > "Planner"

2) While in the Scheduling Planner, click on the circular "Gear" icon on the right side of your screen.

3) In the Settings menu that pops open, under "Scheduling & Shifts", click on "Edit Settings."

4) Check the relevant boxes to alter your Shift Switch and Pickup settings for your team members!

Shift Switches:

• Allow Shift Switches - While this box is checked, your team members will be able to request a Shift Switch from their Prospr accounts.

• Require Approval for All Switches - Managers will approve/deny any Shift Switches before they are completed

• Allow Shift Switch Invites...Which May Result in Overtime - When a team member initiates a Shift Switch, will users who will go into overtime by picking up the hours receive a notification

Pickup Shifts:

• Require Approval for All Pickups - Managers will approve/deny any Shift Pickups from the Shift Pool before they are completed

• Switches or Pickups that Result in Overtime Require Approval - A Manager must approve a team member picking up a shift that will put them into overtime

5) Scroll to the bottom and hit "Save Settings."

Important
Changing these settings impacts ALL users in the Workspace. Make sure that all Managers and Admins are onboard before making alterations.