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A published roster is a plan, not a prison. Two mechanisms let it change without an administrator rebuilding the week:
  • A swap — two employees trade shifts.
  • An open shift — an unfilled shift is posted for anyone eligible to claim.
Shifts & rosters → Swaps.

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Requesting a swap

An employee nominates a counterparty and the two dates to exchange. The board immediately shows a compatibility check for that pairing: Each failing check names the review it triggers, so the requester can see up front whether their swap will sail through or need a decision.

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Posting an open shift

An unfilled shift is posted to the eligible team. Employees register interest by claiming it, and can withdraw again.
Claiming is self-only. Nobody can claim an open shift on another employee’s behalf.
Approving an open shift requires naming the winning claimant — the approver picks from the people who registered interest.

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Auto-approval rules

The Auto-approval rules rail is a real, editable rules engine. Each rule can be enabled or disabled, and set to one of three actions: Five rules ship seeded: A swap auto-approves only if every rule it triggers is enabled and set to autoApprove. Disabling same-shift-same-team genuinely flips every clean swap back into review.
Two things to check before you rely on the defaults.min-rest-8h ships set to autoApprove — so a swap that shortens someone’s rest below eight hours auto-approves out of the box. If rest gaps matter to you, tighten it to managerReview or hrCoApprove before go-live.within-ot-cap is not currently evaluated. The rule is persisted, editable and shown in the rail, but no swap triggers it, so changing it has no effect on any decision.

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Approving

Approving a swap atomically rewrites the roster cells. Both employees’ assignments move in one transaction — there is no state where one side of a swap has been applied and the other has not. Rejecting persists the approver’s note on the request. Bulk approve advances several swaps at once. It never aborts the batch: each swap that cannot be approved is skipped and reported with its reason, and the rest go through.
swap:approve sits with HR and Admin, not with Manager. Managers hold swap:write — they request swaps; HR approves them.

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Coverage

The Coverage tab shows staffed versus open shifts across shift category and day of week for the period — a grid that makes a thin Saturday night obvious before it becomes a problem.

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Export

The swap board exports to CSV, honouring the current filters.