When to use it
Whenever someone wants to swap or change a shift.
The checklist
Request
Shift date and time.
Reason.
Proposed cover.
Approval
Cover confirmed.
Manager approval.
Use this template in Please Do It
Create a task for each request, approved by the shift manager. Add these steps as a checklist and ask for a photo when it’s done. The owner gets it automatically, and you see it’s finished without asking.
Frequently asked questions
Should swaps need approval?
Usually yes, to keep skills and staffing balanced.