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  3. Regular users & Admins - Managing my shift transfers and trades

Accepting a shift on the marketplace

To accept a shift on the marketplace in the situations described here, follow the steps below.

The offer on the market place is:

  • A transfer only
  • A a trade only
  • A transfer or a trade

 

Prerequisite

  • 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 > Calendars > Shift Trades > Marketplace

Steps

  1. From the left menu, click on Calendars and select My calendar.
  2. To display the marketplace shifts on your personal calendar, click on Display. Under Item Types, select Marketplace.

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3. Every available shift on the marketplace will be identified by a pin icon displayed in your calendar. Click on a pin to view the offer details.

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There are two options to access a shift offer on the marketplace:

  • From My calendar 
  • From Shift trades

4. From Shift trades, click on the Marketplace tab.

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Transfer only

1. Open the Transfer only shift offer on the marketplace.

2. Click on View my calendar to verify your availabilities.

3. Click on Take.

Transfer only

  • The offer on the marketplace will be accepted automatically. The first member that takes the offer obtains it.
  • The sender receives the information that the offer was taken.

 

Trade only

1. Open the Transfer only shift offer on the marketplace.

2. Click on Propose to look for shifts in your calendar that you could exchange.

3. Click on Continue.

4. Click on Send if you are ready to respond.

Trade only

  • You could submit more than one shifts for exchange.
  • The sender has the option to accept his preferred option.

 

Transfer or trade

1. Open the Transfer or trade shift offer on the marketplace.

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3. Click on View my calendar to verify your availabilities.

4. Click on Take.

Transfer or trade

  • The first member who takes the shift as a transfer will obtain it.
  • If many members offer shifts to trade, the sender has the possibility to choose his preferred option.

 

 

(i) Approval required

  1. You have accepted the offer but the ransaction requires an approval.

  2. This status will be displayed until the transaction is approved.

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