WagelochUser Guides

Shift Swaps

3 min read

Shift Swaps

Shift Swaps lets staff request shift swaps in the Mobile App, with final approval by managers or portal admins.

Before you start

  • Ensure the Staff Portal and Mobile App are enabled in Portal Setup.
  • Confirm a portal admin is assigned.
  • Confirm staff who need shift swap access can sign in to the app.

INFO

Shift swaps always need manager or portal admin approval. Staff cannot transfer shifts directly.

Enable shift swap requests

  1. Open Wageloch and sign in.
  2. Go to Settings > Portal/Mobile App > Portal Setup.
  3. Open the Mobile App tab.
  4. Under Shift Swap, enable Allow Shift Swap Requests from Staff.
  5. Set notification recipients:
    • Email Request to: for email alerts.
    • Send Push Notification of Request to: for app alerts.
  6. Save the setup and keep site activation enabled.

Enable shift swap request settings

Capture Portal Setup Mobile App settings showing Shift Swap request toggle and notification fields.

Assign or confirm portal admin access

Portal admins can review and respond to swap requests in the app.

  1. In Portal Setup, open Security.
  2. Enable administrative access.
  3. Assign either:
    • An existing staff member, or
    • A non-staff admin contact.
  4. Save and complete setup.

Assign portal admin for shift swaps

Capture Portal Setup Security settings showing administrative access options and staff assignment fields.

Staff: request a shift swap

  1. Open the Wageloch Mobile App.
  2. Go to My Roster.
  3. Select the shift to swap.
  4. Submit the swap request when prompted.

After submission, the request remains pending until a manager or portal admin reviews it.

Staff submit shift swap request

Capture My Roster with a selected shift and swap request confirmation prompt.

Manager or portal admin: action requests

  1. Open the Wageloch Mobile App.
  2. Open Shift Swap.
  3. Select the pending request.
  4. Choose Accept or Decline.
  5. If accepting, select one or more replacement staff and send the offer.

Invited staff can accept or decline the offer in the app.

Action pending shift swap request

Capture Shift Swap request details with Accept and Decline actions visible.

Finalise the replacement

  1. Open the request thread in Shift Swap.
  2. Review who accepted the offer.
  3. Confirm the replacement employee.

Once confirmed, the roster updates and republishes based on your swap settings.

Confirm shift swap replacement

Capture Shift Swap responses showing accepted offers and final confirmation action.

Notification behaviour

  • Managers and portal admins receive request notifications by configured email and/or push channels.
  • Invited replacement staff receive push notifications when offers are sent.
  • Staff requesting the swap are notified when the request is approved or declined.

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