You can transfer your shift, in part or whole, to another healthcare professional. For you to be able to transfer a shift, the shift must meet these requirements:
- The shift belongs to you and appears in your calendar.
- The healthcare professional to whom you want to transfer the shift has the same skill set as you.
- The shift has the necessary settings. For example, you can transfer a surgery shift if it has the Trade and Transfer setting.
Web app
- In the side menu, select Calendars
. Your calendar opens.
- Select the shift to transfer. The Shift details window appears.
- Select Transfer. The Transfer a shift window opens displaying members who have the matching skill set.
- Select a member and then select Continue.
- (Optional) Select Transfer part of the shift and then select a start time and an end time.
- (Optional) In Comment on the offer, add information.
- Select Send.
- Do one of these steps:
- Select Yes to send the transfer request to the healthcare professional and to wait for the response.
- Select No to transfer the shift to the healthcare professional. You do not have to wait for a response.
Accepted shift transfers appear in Shift Trades, under History.
Note: You can withdraw an offer for a pending transfer. On the Shift details window, select Withdraw offer.
Mobile app
- Tap a shift and then tap Schedule change.
- Tap No to initiate a transfer.
If you tap Yes, you initiate a trade. - Under Select recipients for the shift, search for a person if the person’s name does not appear.
- Tap the person’s name and then tap Next.
- (Optional) Under Summary, in Add a note, type any additional information.
- Tap Send. The person receives a notification about the trade request.