Request a roster swap in Humanforce WFM (Web)

Follow this guide to request a shift swap with another employee in Humanforce WFM (Web).
Shift swapping allows you to exchange rostered shifts with eligible team members, depending on your organisation’s configuration and manager approval settings.

Note: Shift swaps are subject to your organisation’s configuration.  
Some workplaces require manager approval or limit swaps to certain roles or notice periods.  
If you’re unsure how shift swaps work in your workplace, please contact your manager.

Steps

1. Go to Employee > Rosters.
   • The Rosters screen displays your upcoming shifts in either Calendar view or List view.
2. Locate a shift that shows the Swap icon in the bottom-right corner of the roster cell.
3. Click the Swap icon.
   • The Swap Shift window opens, showing details of your selected shift.
4. Use the filters to search for available employees or shifts:
   • Date range – specify a time period to find eligible shifts.
   • Location, Department, or Role – narrow the search to relevant areas.
   • Click Search to display matching shifts.
5. Select one or more shifts from the list and click Request Swap.

You’ll see an orange swap icon on your rostered shift and a banner message confirming your request has been submitted.
If your organisation requires approval, the shift status will update automatically once approved or declined.

Next steps

Depending on your business configuration, swap requests may go through up to four stages:

1. Employee swap request – You submit the request.
2. (Optional) Manager review – Your manager authorises or declines the swap.
3. Employee 2 response – The other employee accepts or declines the request.
4. (Optional) Manager approval – The manager finalises approval if required.

Once approved and accepted, both employees’ rosters automatically update with the swapped shifts.

Additional information

• Track pending swap requests from your Roster screen under Outstanding Swap Requests or New Swap Requests.
• Notifications appear at the top of your roster when new or outstanding requests require attention.
• Once a swap is approved, both employees’ rosters automatically update.
• To learn more about the overall swap process, see Overview: Roster Swap.
• To respond to a swap, see Action a roster swap request in Humanforce WFM (Web).
• To learn how to view your roster, see View your roster in Humanforce WFM (Web).