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Feature: Duty Swap

 

Purpose:
  • Allow employees with the same responsibilities but different work schedules to exchange shifts.
  • Accommodate emergencies, personal needs, or scheduling preferences.
Key Points:
  • Two-way swap: Exchange shifts with one other employee.
  • Mobile App access: Request and approve swaps through the Global TA Cloud Mobile App.
  • Approver confirmation: Supervisors or managers can approve or reject swap requests based on designated settings.
  • Reason and remarks: Provide details about the swap request and add any necessary comments.
  • Pending and approved lists: Track the status of swap requests and view a list of approved swaps.
How to Use Duty Swap:
As a Requester:
  1. Open the Global TA Cloud Mobile App.
  2. Go to “More Settings” > Duty Swap Request.
  3. Click the “ +” icon to create a new request.
  4. Select the “ For” date and shift you want to swap.
  5. Select the “ With” date and shift you want to receive.
  6. Choose the substitute team member you want to swap with.
  7. Select the request type:
    • Job Requirement: Swap due to work-related reasons.
    • Personal: Swap due to personal reasons.
  8. ** Briefly explain the reason for your swap request.**
  9. Click Send to submit the request.
As an Approver:
  1. Open the Global TA Cloud Mobile App.
  2. Go to “More Settings” > Duty Swap Approve.
  3. Click the “ Pending Tab” to view pending swap requests.
  4. Open the relevant Duty Swap Pending List.
  5. Review the requested swap details, including dates, shifts, and reason.
  6. Add any remarks if needed.
  7. Click “Approve” to confirm the swap.
  8. Click “Reject” if you cannot approve the swap.
Accessing Duty Swap List:
  1. Open the Global TA Cloud Mobile App.
  2. Go to “More Settings” > DutySwapped List.
  3. View the list of approved and pending Duty Swaps.
  4. For pending swaps, review details and take necessary actions (Approve/Reject) based on the designated approver settings.
Screenshots:

 

 

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