ORALZY
How-to

Do staff apas me duty (shift) badalna chahte hain — swap kaise kare?

3-step flow hai: pehla staff mobile/portal se swap request dalta hai, doosra colleague accept karta hai, phir aap Sidebar → People → Staff → HR Masters → Shift Swaps tab me final ✓ Approve dete ho. Approve hote hi dono ki attendance/weekoff apne aap adjust ho jati hai.

Where in ORALZY: Sidebar → People → Staff → HR Masters → Shift Swaps tab

Ye ek proper approval chain hai taaki roster me gadbad na ho:

Step 1 — Staff request dalta hai: Mobile app ke Request Swap screen ya web staff portal (/staff-portal → 🔄 Shift Swaps → Request) se — kis colleague ke saath, kaunsi apni date aur kaunsi uski date exchange karni hai, reason ke saath. Status: 'Waiting colleague'.

Step 2 — Colleague accept/reject karta hai: Jis staff se swap maanga hai wo pehle haan/na karta hai. Accept par status 'Needs admin' ho jata hai; reject par wahi khatam.

Step 3 — Admin final approval:

  1. Sidebar → People → Staff → HR Masters → Shift Swaps tab kholo.
  2. 'Pending' view me sirf aapke decision wale dikhte hain ('All' me pura history).
  3. Table me Requester, Target, dono ki off-dates, status aur reason dikhta hai.
  4. ✓ Approve ya ✗ Reject (reject par optional reason).

Approve hone par: dono staff ke attendance records automatic adjust hote hain — exchanged days par weekoff status set ho jata hai. Manually kuch nahi karna.

Status badges samjho: Waiting colleague → Needs admin → Approved / Colleague rejected / Admin rejected / Cancelled.

Mobile parity: staff ke liye Request Swap + My Swaps screens, admin ke liye Admin Shift Swaps screen aur HR Master → Shift Swaps tab mobile app me hain.

Quick steps

  1. Staff mobile se swap request dalwao (colleague + dates)
  2. Colleague se accept karwao
  3. People → Staff → HR Masters → Shift Swaps kholo
  4. Pending view me request dekho
  5. ✓ Approve dabao — attendance auto-adjust hogi

shift swapdutyexchangerosterstaffapprovecolleagueweekoffbadalnarequest

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