Lesson 09~6 min

Shift swaps & recurrences.

By the end of this lessonYou'll know how an employee swap flows from WhatsApp to your approval, and how to make a shift repeat every week without re-creating it.
Video coming soon — Eva is recording this

Swaps

An employee can't make their Saturday shift. They message your DEF agent on WhatsApp: "Can someone cover my Saturday shift?"

DEF asks them which shift specifically, confirms the time, then posts an offer to the rest of the team in the same department. The first volunteer to say yes gets the shift, pending your approval.

You see the swap request on the dashboard. The shift bar shows a pending swap tag. Tap it, you see the original employee and the volunteer. Two buttons: Approve or Reject.

Approve → both employees get a confirmation message, the shift is reassigned, the schedule updates everywhere. Reject → the original employee keeps the shift and DEF tells them you didn't approve the swap.

If nobody volunteers within a window you set (default 6 hours), DEF escalates to you with the question. You can find someone manually or cancel the shift.

Recurrences

Most shifts repeat. Your front desk lead works Monday to Friday, 9-5, every week. Setting that up once and copying it forever would be tedious. DEF handles it.

Open the edit drawer on any shift (Lesson 08), find the Recur button. A picker opens:

  • Every day — same time, every day of the week
  • Weekdays — Monday to Friday only
  • Custom days — pick which days
  • End date — when to stop (or "forever")

Hit Save. DEF auto-creates the shift every week from now until the end date. You see all the upcoming ones in your Shifts tab.

To stop a recurrence, open any one of the recurring shifts, tap Stop recurrence. All future shifts in the pattern disappear; past shifts stay in the record.

Recurrences are the secret to a clean schedule. Set the regular pattern once, then only touch the exceptions.

Try it now

Pick one regular shift (your front desk's daily morning, or your cleaner's weekday afternoon) and turn it into a recurrence for the next 4 weeks.