equina 101
  • Introduction
  • Scheduler Quick Start Guide
  • Basic Terminology
    • Site
      • Site Name
      • Site Address
      • Hospital Affiliation
      • Specialty
      • Staff Type
      • Site/Team ID
      • Site Administrators
      • Weekend Definition
      • Schedule Imports
      • Invite Employees
    • Hospital
    • User
    • Employee & Proficiency
    • Groups
    • Spots and Shifts
    • Skills
    • Request
  • Autopilot
    • Overview
    • Spots
      • Groups
      • Spot List
      • Add New Spot
      • Shift Template
      • Sign - Out / Hand - Off
      • Pairing
      • Priority Filling
    • Employees
      • Employee Settings
      • Add Employee
      • Contracts
      • Skills
      • Seniority
      • Add Inactive Period
      • Employee Pairing
    • Rules
    • Rotation
    • Roster
      • Request Reminder
      • Add Requests
      • Add Shift Template
      • Add Single Shift
      • Assign
      • Swap
      • Pin
      • Autoschedule
      • Stats
      • Publish
    • Shift and Rule Issue Checker
  • Shift Changes and Trades
    • Interface
    • Offer Shifts
      • Video: How to Offer a Shift (Mobile)
      • Video: How to Offer a Shift (Desktop)
    • Replace Personnel
      • Video: How to Replace Personnel (Mobile)
      • Video: How To Replace Personnel (Desktop)
    • Pick up Open Shift
    • Trade Shifts
      • Video: How to Trade a Shift (Mobile)
      • Video: How to Trade a Shift (Desktop)
    • Split Shifts
      • Video: How to Split a Shift (Mobile)
      • Video: How to Split a Shift (Desktop)
    • Approval
  • Submit Requests
  • Account Settings
    • Inviting Users
    • Admin Roles
    • Google Sign In
    • Two-step authentication
    • Changing your Password
    • Rule Preferences
    • Document Builder
  • Message Center
    • Inbox
    • Compose Message
  • Calendar Tools
    • Shift Reminders
    • Printing Site Calendar
    • Printing Your Monthly Calendar
    • Calendar Subscriptions
  • Payroll Reporting
    • Overview
    • Pay Rules
    • Holidays/Paydays
    • Timesheet
    • Chart
    • Paid-Time-Off
    • Export
    • Time Clock
    • Shift Notes
  • License Tracker
  • Google / Outlook / Apple Calendar Subscriptions
    • Import your Google calendar into Equina
    • Equina Calendar Subscriptions with Google
    • Equina Calendar Subscriptions with Outlook
    • Equina Calendar Subscriptions with Apple
  • Password Reset
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  • Mobile View:
  • Video Links:
  • How to Replace Personnel (Mobile)
  • How to Replace Personnel (Desktop)
  1. Shift Changes and Trades

Replace Personnel

PreviousVideo: How to Offer a Shift (Desktop)NextVideo: How to Replace Personnel (Mobile)

Last updated 2 years ago

Replace is like a one way change to your shift. If allowed by your scheduler, you can select your shift and replace it with someone else from your team without having to accept another shift as a replacement. You can only replace a shift that you have been assigned to, you can replace a shift assigned to someone else.

To replace or drop a shift, first click on the shift on the calendar. Then click on Replace in the Shift Change Interface.

Desktop View:

Mobile View:

You can either propose the replacement to your colleague or submit the offer directly to the scheduler. Proposing the replacement to your colleague acts like a friendly hallway discussion to talk about the trade and obtain consent from the other person. Your colleague can respond to the proposal with a thumbs up or thumbs down. If they accept the offer and give it a thumbs up, it automatically gets sent to your scheduler for final approval.

Note, the propose feature may be turned off by your scheduler in organizational settings, depending on the policy they want to follow to manage shift trades. Your scheduler will then get a notification to either approve or deny this shift change. If your scheduler has set an auto-approve mode, then your change will be pre-approved.

Video Links:

How to Replace Personnel (Mobile)
How to Replace Personnel (Desktop)