FAQ: How do I Handle a Shift Swap?

A shift swap occurs when a user approved to work a job decides they cannot work it, and arranges for someone else to take their place.

Personnel

In this situation, the following steps should be taken by the person passing on the job: 

  1. Send a message to the person that will be taking their place to notify them that they will be cancelling from the job. This will give the replacement a chance to sign up as a backup on the job or to navigate to the job page in preparation to apply.  
  2. Navigate to the job page via the My Jobs section on their home page.
  3. Click Cancel or Request Cancellation on the job page next to their name (this language is determined by your site’s cancellation settings)
  4. If the replacement has signed up as a backup, the system will automatically notify them that the job has become available for them to accept the primary position. If the replacement is not a backup on the job, the person cancelling can click the Message button on the top right of the job page to notify the replacement person that they have cancelled.
  5. The replacement must sign into PowerDetails and apply for the job immediately. If this replacement user is not a backup and does not apply immediately, they run the risk of someone else doing so. Backups are also only allowed exclusive access to the job based on the site setting backup acknowledgment time and queue settings. Note that if a user attempts this during the Prohibited Cancellation time frame or after the job was worked, the administrator must instead perform the swap by terminating the original user and manually assigning the replacement.  
  6. Once the replacement is approved to work the job, the original person will be notified that their cancellation is complete.

Administrators

Administrators can perform shift swaps by completing the following steps:

  1. Navigate to the job page and click Edit next to the person you would like to remove.
  2. Enter a comment on this person's detail form and press the Terminate button to complete their removal.
  3. Manually assign the replacement personnel.

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