Manager approval is a crucial step in the shift trade process in Zendesk. Once an agent accepts a shift trade, the request is sent to a manager for approval. Managers have the authority to accept, deny, or react with a comment to the shift trade request.
Agents involved in the trade will receive an email notification with the manager's decision. This ensures that all shift trades are properly vetted and approved by management before they become official. This step helps maintain order and fairness in the scheduling process.
To request a shift trade in Zendesk, you need to access your schedule through the Agent schedule app. Once there, click on the Shift trades options menu icon (three dots) and select 'Trade shift'. Choose the date of the shift you want to trade and…
To take a shift trade in Zendesk, start by accessing your schedule in the Agent schedule app. Click on the Shift trades options menu icon (three dots) and select 'View shift pool'. Here, you'll find all shift trade requests available to you. Hover…
After you send a shift trade request in Zendesk, it appears as requested and is added to the trade pool. Depending on your visibility settings, other agents will be notified via email about the available trade. If you selected everyone, team, or…
Yes, when you request a shift trade in Zendesk, you can choose who sees your request. During the process of trading your shift, you have the option to make your shift visible to a single person, everyone, your teams, or location. This flexibility…