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How do I swap a shift?

Using the Pre-arranged Swap option

Shiela Fajardo avatar
Written by Shiela Fajardo
Updated over 3 months ago

HosPortal allows you to give shifts to others, or swap shifts with others, as part of a direct arrangement you make with the other person.

If you want to give away or swap a shift but do not yet have someone to give the shift to, you need to use the 'market' function, if your hospital allows it. Instructions for the market are here.

You must ensure that the shift is not on the the market before you attempt to swap or give away shifts. Click here for instructions on how to take a shift off the market if you have previously tried to market it.

Of course, you also must arrange the swap or gift with the other person!

First, pick the correct shift

Basically, wherever you can see your name on a call slot, you can click on it.

You can choose the call you want to swap from your dashboard:

Or the calendar view:

Then make the swap

After selecting the shift, the following dialog box will appear. (You may not see all the options if your hospital has not enabled them):

Click the 'Submit a pre-arranged swap or gift' button.

Choose the name of the person you are swapping with from the User field and whether it is a swap or gift from the Method field. if you select 'Swap', then you will be able to select any shifts that the person you are swapping with has available.

Click the 'Submit' button after selecting a shift.

What happens after I complete a swap?

  • An email is sent to you and the person you swapped with.

  • An email is sent to any administrators who have been designated to receive notice when a swap occurs.

  • A data trail is recorded and is shown in the shift history.

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