Agents follow the same procedure to trade, give, or take schedules.
Step-by-step
To request a schedule trade
- Go to Schedule Transactions section on the Today page.
- Choose I want to trade schedules with another agent (first option).
- Enter comments and Rate this Request (choose importance level). Click Next.
- Select the Schedule Date to Surrender then click Show Schedules.
- Click the schedule bar to highlight the schedule in timeline view.
- Enter From Time and To Time to trade (restrained to hours of published schedule).
- Click Next.
- Choose what to accept: Enter date/time. Click Next.
- See summary of trade.
- Click Finish.
The schedule is now available for others to accept.
To respond to a schedule trade request:
- Go to Schedule Transactions section on the Today page.
- Click View outstanding schedule transactions.
- See trade requests others have posted (like a bulletin board).
- Click on the description to review a trade request.
- To accept a trade, click Post a response and enter Response Comments.
- Click the box I volunteer this work time. Click Next.
- Click the box I volunteer to surrender this time in return. Click Next.
- Review details then click Finish.
An administrator will review and approve/deny/execute the transaction.