AI-generated summary
Genesys Cloud provides a shift trade functionality that enables agents to browse and select shifts for trading within their workforce management system. To access this feature, agents must have the "Workforce Management > Agent Shift Trade Request – Participate" permission and navigate to their schedule through either the Menu > My Activity > Schedule option or the Analytics Workspace.
The shift trading process involves selecting a specific week in Week view, clicking Shift Trades to open the My Trades panel, and initiating a new trade request. Agents can specify trading preferences including whether to trade with any user or a particular individual, define dates and times for accepting shifts, set shift start and end date ranges, and establish an expiration date for the trade request if unaccepted. The system displays matching shifts, which include both trade offers from other users and alternative shifts available based on administrator-configured rules.
Trade requests are processed according to three administrator-defined approval workflows: Auto Approval (requests matching specified criteria are automatically approved), Disallow (requests matching criteria are rejected by the system), or Admin Review (requests are forwarded to administrators for discretionary approval or rejection). After selecting a desired shift, agents review the confirmation details showing receiving and trading information before finalizing the trade, which then updates their schedule accordingly.