An employee can send out a shift trade request in SalesVu, and other employees will receive the request via email notification. Firstly, an employee must have created shifts to inquire about shift trades, click here to see more details. Managers can also get notified about employees' shift trade requests. Click here to configure a manager's account for this notification.
Check the steps below on how to submit a shift trade request:
1. Sign in to SalesVu.com
2. Click on "Employees" on the left-hand menu
4. Select "Shift Trade Request" on top of your screen
5. Click the "Add Shift" button on the top right corner
6. Click the checkbox next to a shift that you would like to submit for trade and click "Send Request" then, an email notification will be sent.
7. Any employee can submit their confirmation to trade shifts. To accept the shift trade, another employee must locate the same page (Shift-Trade Request) by logging in to their account.
8. The employee can use the filters that help to navigate the request as given in the picture below. To accept the shift trade, click on the "V" drop-down next to the shift and click on "Accept"