1. Navigate to the Evolia web console.
2. Click on the settings icon.
3. First we need to enable shift swaps; select General Settings.
4. Open the Permissions sub-section.
5. To enable Shift Swap Requests, click on the toggle switch. This will reveal additional options that will allow you to require approvals for this type of request.
6. Once activated; you can set custom parameters for Shift Swaps. Press the See parameters link.
7. That link will bring you to: Schedules and Availability ➡️ Schedule.
8. Scroll down till you find: Swap settings.
9. Avoid overtime:
The employee initiating the swap will not be able to swap their shift with a shift that would cause them to exceed the maximum number of hours authorized per week.
10. If you use the score/position feature; you can ensure a minimum score is respected for shift swaps by activating this option.
11. Allow for swaps between diffrent positions:
The employee will be able to swap his shift with an employee who does not have the shift position or who does not work in the swapped position.
12. Customize the settings to your preference and you're all done!