Creating Trade Proposals

Create Trade proposals, by using either My Schedule or My Schedule Details view.

To propose a schedule trade:

1. In the first column of the schedule grid, select the check boxes beside the schedule days that you want to trade, then click Create trade proposals.

   When the dialog box opens, its first line lists the date(s) that you selected.

2. Select either:
   • This trade proposal is for an individual or
   • This trade proposal is for the community

   Your choice determines who will be offered your proposal. The community option includes all agents on your team or all agents at your site, depending on how your system administrator has set up WFM Web.

3. Follow the procedure below that matches your choice.

Sending a Trade Proposal to an Individual

If you selected This trade proposal is for an individual in step 2, above:

1. Select the agent's name from the drop-down list.

   The list includes agents from your team or from your whole site, depending on how your system administrator has set up WFM Web.

2. (Optional) Select Check if you want to manually approve the response to this trade proposal.

   Choosing this option means that for the trade to take place, you must explicitly confirm the other agent's acceptance of this proposal. Clearing the box means that once the other agent accepts it, the trade will immediately be submitted for approval, without your intervention.

3. (Optional) Enter comments about this proposal in the large text box near the bottom.
4. Click Create to send the proposal, or Cancel to delete it without sending it.

   If you choose Create, the My Trades view opens displaying a list of your existing trades, including this one.

Sending a Trade Proposal to the Community

If you select This trade proposal is for the community in step 2, the Check if you want to manually approve the response to this trade proposal check box is selected by default. You must confirm (accept) one response to submit the trade for approval.

You can (optionally) enter comments about this proposal.

• Click Create to send the proposal, or Cancel to delete it.

  If you choose Create, the My Trades view opens displaying a list of your existing trades, including this one.

Tip

You can only enter comments in schedule trade proposals if your system administrator has enabled the Commenting feature.