How to approve a swap

How to approve a swap#

For: Manager | Admin You’ll need: A swap offer with status ‚Pending approval‘ and at least one application.

Approving a swap is the moment the shift actually changes hands. Shiftavo re-checks the rules one last time, then moves the assignment.

Approve#

  1. Open Planning → ‚Manage swaps‘ and click the ‚Pending approval‘ offer.

  2. Review the applications. For a 1:1 swap, check the shift each applicant is offering in return.

  3. On the application you want, click ‚Approve‘.

What happens#

  • The shift moves to the chosen applicant. For a 1:1 swap, their offered shift moves back to the original person at the same time — both in one step.

  • The offer’s status becomes ‚Approved‘, and the chosen application is marked ‚Selected‘.

  • Any other applications on the offer are declined, and everyone involved — the original owner, the new owner, and anyone who missed out — gets an email.

Warnung

Shiftavo re-validates at approval: qualification, availability, no double-booking, and the period lock. If the shift has since been locked or an applicant is no longer eligible, approval is blocked. If your overtime rule is set to ‚Block approval‘, a swap that would push someone over their work-time limits can’t be approved.

Verify it worked#

The offer reloads with an ‚Approved‘ badge. Open the shift and you’ll see the new assignee; for a 1:1 swap, the return shift now belongs to the original owner.