ShiftSwapDemo

About

Scenarios
MS

Miguel Santos

Agent

Team Night Hawks · Team Alpha

How ShiftSwap works

Walkthrough for admins and agents. Tabs below match what you see in this app.

Admins set up the team, publish schedules, and approve swaps before the calendar changes.

Home

Activity and approvals

Team

Roster and invites

Schedule

Calendar and setup

Swaps

Approve cover

Board

Announcements

  1. 1

    Create your workspace

    From the welcome screen, choose Create workspace. Use your work email and a password. If approval is required, wait until your account is approved before continuing.

  2. 2

    Name your team

    Onboarding

    After sign-in, name your company or floor team (for example Night Hawks · Team Alpha). You become the first admin for that workspace.

  3. 3

    Invite agents

    Team

    Open Team and invite each agent by email. They must use Join a team on the login page with that same email to set a password. One invite equals one account.

  4. 4

    Assign shifts

    Schedule → Set up

    Go to Schedule and tap Set up schedules. Pick each agent, choose morning / mid / graveyard bands, and save their weekly pattern. The team calendar fills in from there.

  5. 5

    Publish the week

    Board

    Post on the Board when a new week is ready (optional but helpful). Agents see updates on Home and Board instead of digging through chat.

  6. 6

    Approve swaps

    Swaps

    When an agent claims cover, the swap moves to Pending approval. Open Swaps, review who is covering whom, and tap Approve swap. The schedule updates automatically.

  7. 7

    Watch the dashboard

    Home

    Home shows open cover requests, swaps waiting on you, and new board activity so you know what needs attention.

Swap flow

Post or claim → Pending approval → Admin approves → Schedule updates. Everyone sees status on the calendar.