Follow this guide to review and action a shift swap request in Humanforce WFM (Web).
You can approve or decline a swap proposed by another employee, depending on your organisation’s configuration and approval requirements.
Your ability to action swap requests depends on your organisation’s settings. Some workplaces require manager approval before the swap is finalised.
Steps
- Go to Employee > Rosters.
- The Rosters screen displays your upcoming shifts in either Calendar view or List view.
- When you receive a swap request:
- You’ll receive a system notification in Employee > Messages > Notifications, or be notified via another configured method (such as email or SMS).
- An alert banner appears at the top of your roster, showing:
You have new swap requests.
Click here to review the requests.
- Click the alert banner to open the New Swap Requests window.
This displays the details of the requested swap, including:- Shift date and time
- Employee names
- Location, department, and role
- Current status of the request
- Review the swap details and select your response:
-
Accept – to approve the swap
-
Decline – to reject the swap
-
- Click OK when prompted to confirm your selection.
A confirmation message appears: The request has been successfully accepted.
If your organisation requires manager approval, you’ll also see: “You will be notified once the swap has been finalised.”
Once approved, your roster automatically updates to reflect the swapped shift.
Additional information
- When you accept a swap request, any other pending requests for the same shift are automatically cancelled.
- You can view the status of pending or processed requests under Outstanding Swap Requests on your Roster screen.
- To learn how to initiate a swap, see Request a roster swap in Humanforce WFM (Web).
- To understand the full process, see Overview: Roster Swap.
- For information on viewing your roster, see View your roster in Humanforce WFM (Web).