Transfer or exchange - Member or shift not available

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Kathleen Kelly
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There are two configuration prerequisites to enabling you to transfer or exchange a shift:

  • The task needs to be configured as transferable
  • The member must be configured as eligible for the task

  

When offering a shift for a transfer or an exchange, the list of members to whom you can transfer the shift is populated with the members that are eligible for the task being proposed.

When exchanging a shift, you can select a task from your colleagues' list of available shifts that you are eligible to do.

In the case of an exception, a transfer needs to be executed although the two prerequisites are not met, the group's planner can be contacted to make the necessary schedule changes.