Viewing and managing shift trades for agents

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<p id="docs-hc-snippet" style="display: none;">In Zendesk Workforce management (WFM), shift trades provide an efficient way for agents to trade their shifts and manage their time.</p>
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<p id="docs-ai-summary-toggle">Summary: <span id="up-triangle">◀</span><span id="down-triangle">▼</span></p>
<p id="docs-ai-summary-content">Shift trades let agents swap shifts for the same or different days, helping maintain coverage and reduce manager workload. You can enable shift trades, require manager approval, and view pending or closed trade requests by team or agent. Agents can track their trade requests and schedules, ensuring clear communication and efficient shift management within your team.</p>
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<p class="p">In Zendesk Workforce management (WFM), shift trades provide an efficient way for agents to
trade their shifts and manage their time. </p>
<p class="p">Giving agents the freedom to quickly and efficiently swap shifts ensures adequate coverage
and frees up managers' time.</p>
<p class="p">This article contains the following sections:</p>
<ul class="ul" id="topic-1__ul_x4j_qqx_j3c">
<li class="li"><a class="xref" href="#topic_p3n_sqx_j3c">Turning on shift trades</a></li>
<li class="li"><a class="xref" href="#topic_xsk_xqx_j3c">Understanding shift trades</a></li>
<li class="li"><a class="xref" href="#topic_yp3_v3g_gjc">Viewing agent's shift trade
requests</a></li>
</ul>
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<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_p3n_sqx_j3c">
<h2 class="title topictitle2" id="ariaid-title2">Turning on shift trades</h2>
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<p class="p">Shift trades must be activated in Zendesk WFM before agents can request them.</p>
<p class="p"><strong class="ph b">To turn on shift trades</strong></p>
<ol class="ol" id="topic_p3n_sqx_j3c__ol_od4_yqx_j3c">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Workforce management</a>, click <img class="image" id="topic_p3n_sqx_j3c__d8e94" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/sell_icon_calendar.png" width="16">
<strong class="ph b">Scheduling</strong> in the sidebar, then select <strong class="ph b">Shift trades</strong>.</span></li>
<li class="li">Click <strong class="ph b">Turn on shift trades</strong>.<p class="p"><img class="image" id="topic_p3n_sqx_j3c__image_ytf_3sx_j3c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ts_shift_trades_enable.png" width="500"></p>
</li>
<li class="li">A manager's approval is required by default. Click <strong class="ph b">Save</strong>.<p class="p"><img class="image" id="topic_p3n_sqx_j3c__image_fnq_lsx_j3c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ts_shift_trades_activate_2.png" width="500"></p>
</li>
</ol>
<div class="p" dir="ltr">
<div class="note tip">
<span class="tiptitle">Tip:</span> Agents can view their own shift trade requests and their status for the
past 30 days and for a full year in advance in their <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6443374353434" target="_blank">Zendesk Workforce Management schedule</a>.</div>
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<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_xsk_xqx_j3c">
<h2 class="title topictitle2" id="ariaid-title3">Understanding shift trades</h2>
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<p class="p">Agents can request shift trades for the same day or for different days. </p>
<p class="p">For a same-day shift trade, agents swap their shifts one-to-one. Both shifts on that day
are exchanged and appear on their schedules as soon as a manager approves the trade. For
example, agent A has a shift on the 25th of the month, and agent B has a shift on the same
day. Agent A wants to trade their shift on the 25th. Agent B agrees to the trade if agent A
works their shift that day. Both agents submit the shift trade, and their manager approves
it. The shifts then become official and appear in the <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6443374353434" target="_blank">agents' schedules</a>.</p>
<p class="p">For a different-day shift trade, as soon as a manager approves the trade, the original
shifts are removed because the platform doesn’t assume work is planned for those agents
anymore. For example, agent A has a shift on the 25th of the month, and agent B has a shift
on the 31st. Agent A wants to trade their shift on the 25th. Agent B agrees to work the
shift on the 25th if agent A works their shift on the 31st. The agents submit shift trade
requests, and their manager approves them. Now, agent A doesn’t have a shift on the 25th
because Agent B is working that day. Agent B doesn’t have a shift on the 31st because agent
A is working that day. See <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/6443374337946" target="_blank">Trading shifts with other agents</a>.</p>
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<div aria-labelledby="ariaid-title4" class="topic nested1" id="topic_yp3_v3g_gjc">
<h2 class="title topictitle2" id="ariaid-title4">Viewing agent's shift trade requests</h2>
<div class="body">
<p class="p">You can view pending and closed shift trade requests by team or agent. Closed shift trade
requests are requests that have already been approved, denied, canceled, or expired.</p>
<div class="p">
<strong class="ph b">To view agent's shift trade requests</strong><ol class="ol" id="topic_yp3_v3g_gjc__ol_x3g_qjg_gjc">
<li class="li">
<span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838272410" target="_blank">Workforce management</a>, click <img class="image" id="topic_yp3_v3g_gjc__d8e94" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/sell_icon_calendar.png" width="16">
<strong class="ph b">Scheduling</strong> in the sidebar, then select <strong class="ph b">Shift trades</strong>.</span><p class="p">By default, pending shift trade requests are displayed.</p>
</li>
<li class="li">(Optional) Select a team from the left sidebar to view that teams' shift trade
requests.</li>
<li class="li">To view a specific agent's shift trade requests, select the agent from the sidebar.
You can also search for agents by name or email. </li>
<li class="li">To view approved, denied, canceled, and expired shift trade requests for a team or
specific agent, click <strong class="ph b">Closed</strong>.<p class="p"><img class="image" id="topic_yp3_v3g_gjc__image_vgq_3lg_gjc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/wfm_shift_trades.png" width="800"></p>
<p class="p">You can see who approved or denied the
requests in the Status column.</p>
</li>
</ol>
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