Workflow library
Scheduling workflow

Shift swap approval

Let workers request swaps while Teambridge checks eligibility, overtime, credentials, availability, and manager approval before the schedule changes.

Rules-first
swap control
Best for

Schedulers, managers, shift supervisors

Teambridge workflow builder
Preview
Trigger
Swap requested
Worker asks to trade or release shift
Guardrails
Eligibility check
Role, site, overtime, credentials, conflicts
Mobile
Replacement pool
Eligible workers can accept the swap
Exception
Approval needed
Manager reviews risky or policy-bound swaps
AI assist
Update schedule
Prepare change summary and notifications
Outcome
Swap complete
Both workers and manager see the final schedule
Scheduling Rules Specialist
Working on it
Live
Swap request
Ari wants to trade Saturday shift
Checking overtime, credentials, and conflicts
Routing exception to site manager
Result
Swap approved and schedule updated
3/6 tasks

Pain this solves

1

Shift swaps happen through texts and side conversations.

2

Managers approve swaps without seeing all downstream rules.

3

The schedule changes before the replacement is fully qualified.

How it runs

1

Start from a worker request

The workflow captures the swap request and the shift it affects.

2

Check before offering

Teambridge evaluates eligibility, availability, overtime, and credential requirements before routing.

3

Route clean or risky swaps

Clean swaps can move quickly while exceptions go to manager review.

4

Publish the change

The approved swap updates the schedule and notifies the affected workers.

Workflow examples

Common ways this workflow shows up in the field.

Peer swap request

A worker proposes a replacement and the workflow checks both sides.

Open swap pool

Eligible workers can claim a swap request within manager-set rules.

Manager override

Exceptions route to a manager instead of silently changing the schedule.

Expected outcomes

Controlled self-service swaps
Fewer risky approvals
Cleaner schedule updates

Designed for teams that want worker flexibility without losing manager control.

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