Setting Shift Swap Rules

Learn how to change your Workspace rules around team members swapping shifts, or picking up shifts!


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.

Screen Shot 2021-12-09 at 1.32.57 PM

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

Screen Shot 2021-12-09 at 1.33.40 PM

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

Screen Shot 2021-12-09 at 1.34.39 PMShift 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.

Suggested Articles:

  • Setting Shift Notification Settings
  • Setting Scheduling Recommendations Rules
  • Managing Overtime Settings