Taking a Shift Trade in Zendesk
What steps do I follow to take a shift trade in Zendesk?
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 over a shift trade and select 'Take it'.
You can see the requesting agent's preferred shift trade, but you can offer any shift to trade. Click 'Send your offer' to proceed. An email will be sent to the agent who submitted the trade, and they will see your offer in the Agent Schedule App. The other agent can then accept or reject your offer. If accepted, the shift trade goes to the manager for approval. Managers can accept, deny, or react with a comment to your request, and you'll receive an email with their decision.
More related questions
How can I request to trade my shift with another agent in Zendesk?
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…
What happens after I send a shift trade request in Zendesk?
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…
How does manager approval work for shift trades in Zendesk?
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…
Can I choose who sees my shift trade request in Zendesk?
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…
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