To offer one of your shifts on the marketplace to all of your group members, follow-up on the offer or withdraw it, follow the steps below.
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Prerequisite
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Connect to Portal with a member’s profile.
- Shifts must have been assigned to you previously in your personal calendar.
- Shifts must be configured to be transferable.
- Both members must be configured with the skills for the shifts to trade.
Access in Petal
- Home page > Left menu > Calendars > My Calendar
- Home page > Left menu > Shift trades > Offers orMarketplace
Steps
- From the left menu bar, select Calendars and then click on My Calendar.
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Click on the shift that you wish to offer on the marketplace.
3. In the shift details panel opening up, click on Offer on the marketplace.
- Under Recipient, the group name as well as the number of members who will receive the offer are displayed.
4. Three types of offers are available. Select an option and add a comment (optional):
Trade only: Offer a trade of the shift with another shift
Transfer only: Offer a transfer of the shift
Trade or transfer: Offer a trade or a transfer of the shift
5. Click on Send to publish the offer on the marketplace to your group members.
6. The offer status is Awaiting a response from the recipients.
7. Click on Shift trades. Your pending offer can be found under the Offers tab.
Withdrawing my offer from the marketplace
An offer on the marketplace that is still in waiting mode can be withdrawn.. |
1. Click on the pending shift.
2. In the shift details panel, click on Withdraw.
3. Click on Withdraw again in the confirmation message.
4. The offer is removed from the marketplace.