Shift Swapping Quick-Guide

Transcription

1 Shift Swapping Quick-Guide (v 3.6.0) Shift Swapping Quick-Guide Login to Lawson Workforce Management Self Service: 1. Open Internet Explorer and type in in the address bar to access the Lawson Workforce Management Self Service web portal Login screen. 2. Type in your User ID and Password. 3. Select your Facility, Department, and Unit from the dropdown menus. 4. Select the Change Password box to be prompted to change your password. 5. Select the Enter button. Navigate to Swapping: 1. Select the Scheduling tab. 2. Select the Shift Swap tab. The Main Shift Swap Page contains five (5) options related to swapping shifts. One or more of the following options will be available to you depending on the policies of your facility: View my requests or responses Give away a shift Pick up a shift Swap a shift for a shift Real-time swap Swap Option Definitions: View my requests or responses displays a historical list of the user s swapping activity. Give away a shift allows a user to post a shift to give away to other staffers qualified to work the shift. Qualified staffers will see the shift when they select the Pickup a shift option. Pick up a shift allows a user to request to work a shift from a list of shifts other staffers have posted to give away that the user is qualified to work. Swap a shift for a shift allows a user to select a shift to swap in exchange for a shift in the swap list that other staffers would like to swap, or post the selected shift for others to pick up without exchanging it for another staffer s shift. Copyright 2010 Lawson Software. All rights reserved. Do not distribute or reproduce without proper authorization. 1

2 Shift Swapping Quick-Guide (v 3.6.0) Real-time swap allows two users to swap shifts with one another in a single transaction. A Real-time swap requires both users to be present. One user logs into the Lawson Workforce Management Self Service web portal and navigates to the Real-time swap option, selects a shift to swap then the second user enters their User ID and Password and also selects a shift to swap. View My Requests or Responses The View My Requests or Responses option allows a user to view swapping activities for a selected period of time. Swapping activity results for a selected period of time can be further filtered by Area (the unit where the shift is scheduled), Time of Day, and Swap Status. To initiate a search, choose the Filters options dropdown criteria and click Search. A user can also Cancel an Open swapping activity. Give Away a Shift The Give Away a Shift option allows a user to post a shift to give away. To choose a shift to post, select a Start Date and End Date that includes the date of the shift you want to give away and select Search. Select the shift to give away from the shift list and click Next. Add a comment (optional) and click the Finish. Other qualified staffers will see the shift when they select the Pickup a shift option. Copyright 2010 Lawson Software. All rights reserved. Do not distribute or reproduce without proper authorization. 2

3 Pickup a Shift Shift Swapping Quick-Guide (v 3.6.0) The Pickup Shift option allows the user to request to work a shift from a list of shifts other staffers have posted to give away that the user is qualified to work. The list of shifts can be filtered by Date Range, Area (the unit where the shift is scheduled), Time of Day, and Swap Status. To initiate a search, choose the Filters options dropdown criteria and click Search. 1. Select a shift from the list of shifts. 2. Select Request this shift and click OK. 3. Select Next. 4. Select Close. Copyright 2010 Lawson Software. All rights reserved. Do not distribute or reproduce without proper authorization. 3

4 Swap a Shift for a Shift Shift Swapping Quick-Guide (v 3.6.0) The Swap a Shift for a Shift option allows a user to select a shift to swap in exchange for a shift in the swap list that other staffers would like to swap, or post the selected shift for others to pick up without exchanging it for another staffer s shift. Post a Shift: 1. Select a Start Date and End Date that includes the date of the shift you want to swap and select Search. 2. Select the shift to swap from the shift list and click Next. 3. Select Post Shift if there are not any shifts listed to swap. 4. Select an Available Dates option and click Next. 5. Add a comment (optional) and click Finish. Copyright 2010 Lawson Software. All rights reserved. Do not distribute or reproduce without proper authorization. 4

5 Swap a Shift for a Shift: Shift Swapping Quick-Guide (v 3.6.0) 1. Select a Start Date and End Date that includes the date of the shift you want to swap and select Search. 2. Select the shift to swap from the shift list and click Next. 3. Select a shift available to swap and click Respond. The Swap a Shift page will refresh to display the message You have responded with the following:. Copyright 2010 Lawson Software. All rights reserved. Do not distribute or reproduce without proper authorization. 5

6 Shift Swapping Quick-Guide (v 3.6.0) Real-Time Swap allows two users to swap shifts with one another in a single transaction. A Real-time swap requires both users to be present. One user logs into the Lawson Workforce Management Self Service web portal and navigates to the Real-time swap option, selects a shift to swap then the second user enters their User ID and Password and also selects a shift to swap. The Real-Time Swap option requires both staffers involved in the swap to be present at one computer st staffer: Select a shift from the list to swap and click Next st staffer: Enter a comment (optional) and click Next nd staffer: Enter User ID and Password and click Next. Copyright 2010 Lawson Software. All rights reserved. Do not distribute or reproduce without proper authorization. 6

7 Shift Swapping Quick-Guide (v 3.6.0) 4. 2 nd staffer: Select a shift from the list to swap and click Next. 5. The Perform swap screen will appear. 6. Click Next to complete the swap. 7. Select Finish. Copyright 2010 Lawson Software. All rights reserved. Do not distribute or reproduce without proper authorization. 7

8 Swap Notification Shift Swapping Quick-Guide (v 3.6.0) After the swap is complete, a notification will be sent to the Notification Center in the Home page of both staffers. Depending on your facility s processes, swaps may or may not require a manager s approval. Copyright 2010 Lawson Software. All rights reserved. Do not distribute or reproduce without proper authorization. 8