Handle Employee Shift Swaps With Automatic Approval Routing
Simplify scheduling — let staff request shift swaps, auto-check coverage rules, and route valid swaps to a manager for one-tap approval.
- 1
Capture the Swap
Add a
Typeform Triggernode collecting who wants to swap which shift with whom. - 2
Validate Coverage
Add a
Codenode checking both staff are qualified and the swap keeps required coverage. - 3
Route Valid Swaps
Add a
Slacknode sending valid swaps to the manager with approve/deny buttons. - 4
Update the Schedule
On approval, add a
Google Sheetsnode applying the swap and notifying both employees. - 5
Activate and Test
Activate the workflow and submit a test swap. Confirm validation, approval and schedule update work.
Frequently asked questions
What blocks a swap?
Overtime limits, skill mismatches, or leaving a shift understaffed — encode these rules in the validation step.
Can trusted swaps auto-approve?
Yes — auto-approve swaps between same-role staff that meet all rules, escalating only edge cases.
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