SHIFT SWAPS / COVERAGE / APPROVAL
Make a shift swap a clear decision, not a message thread.
A swap is not finished when someone says they can cover. The replacement still needs to be available, suitable and visible in the published rota. Shift Helper is designed to keep that small approval loop together.
Request Shift Helper early access ↗What a safe shift swap needs
Small teams often handle swaps in a group chat, then forget to update the spreadsheet or tell the next person. A reliable process checks the replacement and makes the final change easy to find.
Confirm the replacement can work the full period before accepting the offer.
Keep the manager’s decision separate from an informal request to trade.
Change the current rota so everyone works from the same answer.
A four-step swap workflow
- The original worker flags the shift and the reason for the change.
- A possible replacement offers to cover and shares the relevant availability.
- The owner checks coverage, role requirements and working limits.
- The approved change is published and the activity is easy to trace later.
Use the shift swap policy template to write the rules your team will follow.
Keep swaps connected to the rota
Shift Helper is being built for the gap between a team’s real-life changes and the schedule an owner needs to trust. It is a focused workflow for small operators, not a full workforce-management suite.
Handle last-minute changes → · Check coverage → · Replace the shared spreadsheet →