---
title: "Setting Shift Swap Rules"
description: "Determine the approvals required for shift changes"
url: https://help.prospr.work/en/articles/436-setting-shift-swap-rules
collection: "Planner Settings"
updated: 2026-11-08
language: en
---

# Setting Shift Swap Rules

Determine the approvals required for shift changes

> **Error:** 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” and the “Shift Switches” / ”Shift Pickups” tabs.

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.
    
-   Allow multiple people to queue for the same pickup shift. When this is “ON”, the pickup queue will allow Managers & Admins to select one of multiple volunteers for a single shift
    
-   Direct Swaps: Let employees pass their shift to a specific team member.
    
-   Require Approval for All Switches - Managers will approve/deny any Shift Switches before they are completed
    
-   Allow Shift Switch Invitations 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
    
-   How long before a shift starts can a switch still be requested? Choose a cutoff timeframe that blocks last-minute shift drops.
    

Pickup Shifts:

-   Require Approval for All Pickups - Managers will approve/deny any Shift Pickups from the Shift Pool before they are completed
    
-   Allow multiple people to queue for the same pickup shift. When this is “ON”, the pickup queue will allow Managers & Admins to select one of multiple volunteers for a single shift
    
-   Retract Shift Pickup: Allow team members to cancel pickup requests while they're still awaiting approval
    

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

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