| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employees (hr)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 2390 |
| Technical Name |
do_hr_schedule_switch |
| License | OPL-1 |
| Website | http://doincredible.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employees (hr)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 2390 |
| Technical Name |
do_hr_schedule_switch |
| License | OPL-1 |
| Website | http://doincredible.com |
HR Schedule Switch
Effortless shift swaps & schedule exchanges - employee self-service requests, coverage-safe validation and multi-level approval, with both schedules exchanged automatically and every party notified.
Shift Swap & Exchange
Employee Self-Service
Coverage-Safe
Multi-Level Approval
Audit Trail & Reports
Shift trades that don't break coverage
Every shift-based team runs into the same problem: someone needs their schedule changed, and the only tools are a group chat, a paper sign-up sheet or a manager's memory. Trades happen off the books, coverage gaps appear, and there is no record of who agreed to what. Standard Odoo has no shift-exchange workflow at all. HR Schedule Switch turns ad-hoc swaps into a controlled, self-service process - employees request the change, the system checks coverage and eligibility, the right approvers sign off, and both working-time calendars are exchanged automatically with a full audit trail.
The everyday problem
The everyday problem
Swaps arranged in chat or on paper, never recorded Trades that quietly leave a shift uncovered Employees swapped onto roles they aren't trained for No approval - managers find out after the fact Temporary changes that nobody remembers to undo Zero audit trail when a dispute comes up
The HR Schedule Switch solution
The HR Schedule Switch solution Self-service requests every change is captured Coverage & overlap checks before anything is applied Eligibility & role-match validation on peer swaps Dynamic multi-level approval keeps managers in control Temporary switches auto-revert on their end date Notifications & a complete who-swapped-what historyEverything you need to run shift exchanges
Self-Service Switch Requests
Employees raise their own schedule-switch request in a few clicks - no emails, no chasing managers. Every request is captured as a tracked record.
Three Switch Types
Permanent (move to a new calendar from a date), Temporary (a date-ranged override) or Peer Swap (two employees exchange) - one workflow, every scenario.
Counterpart Selection
Pick the colleague to swap with and the system mirrors both working-time calendars - each employee gets the other's schedule for the agreed period.
Coverage-Safe Validation
Before a switch is applied it checks for overlapping active overrides and clashing in-flight requests, so a trade can never silently break coverage.
Eligibility & Role Checks
Blocks swaps where someone is archived, on approved leave for the whole window, or where two peers hold incompatible job positions.
Dynamic Approval Matrix
Multi-level approval routes to the line manager, department head or N levels up - driven by the Dynamic Approval Matrix engine, configurable per condition.
Emergency Fast-Track
Flag urgent replacements as Emergency - they rank above standard requests in every list and can route to an expedited approval path.
Automatic Auto-Revert
Temporary switches restore the original calendar the moment their end date passes - a scheduled job reverts them in safe, restart-friendly batches.
Automatic Notifications
Both employees and their managers are notified on submission and on approval, and the counterparty gets a to-do activity when a swap is proposed.
Schedule Assignment Model
Each applied change becomes a date-ranged assignment that stores both the new and the original calendar - the revertible source of truth for every override.
Switch Reports (PDF & Excel)
A reporting wizard summarises switches by employee or department - totals, approved, rejected, pending and emergency - exported to QWeb PDF or XLSX.
Full Audit Trail
Chatter tracking records who requested, who approved and exactly when each switch was applied or reverted - defensible history for every exchange.
Linked Records & Smart Button
A stat button on every request jumps straight to the assignments it produced, scoped and pre-linked - navigate the whole exchange in one click.
Multi-Company & Secure
Requests carry the employee's company, sequence-numbered references stay unique, and dedicated security groups keep access least-privilege.
From request to exchanged schedule in six steps
Request a switch
The employee opens a new request, picks the type - permanent, temporary or peer swap - and sets the period.
Choose the counterpart
Select the target calendar or the colleague to swap with; the system reads each side's current schedule automatically.
Validate coverage & eligibility
On submit the system checks dates, overlaps, leave and role compatibility - and flags any issue before it routes.
Manager approval
The Dynamic Approval Matrix routes the request to the right approvers, skipping anyone who is on leave that day.
Schedules are exchanged
On final approval both calendars switch over and date-ranged assignments record the change with the original calendar saved.
Notify & auto-revert
Both parties are notified; temporary switches revert to the original schedule automatically once the period ends.
The switch request form - choose the type, set the period and pick the calendar or colleague to exchange with.
A guided tour of the workflow
Real captures from a live Odoo 19 backend running HR Schedule Switch.
Flexibility for staff, control for managers
A structured swap process pays back every day - less admin, fewer coverage gaps and a workforce that can adapt without anyone losing the thread.
Time Savings
Self-service requests and automatic calendar exchange replace back-and-forth messaging and manual schedule edits.
Process Automation
Routing, application and auto-revert all run on their own - temporary switches even undo themselves on schedule.
Accuracy Improvement
Coverage, overlap and eligibility checks stop invalid swaps before they reach a calendar - no more silent gaps.
Employee Productivity
Staff arrange their own cover in minutes and get on with the work, while the request is tracked end to end.
Management Visibility
Every swap is visible, approved and logged - managers always know who is working when, and who authorised the change.
Reporting Improvements
Reporting ImprovementsPDF and Excel summaries by employee or department turn scattered swaps into actionable workforce insight.
Up and running in minutes
Installation
Installation2. Ensure the Dynamic Approval Matrix and HR modules are available.
3. Update the Apps list and install HR Schedule Switch.
4. The numbering sequence and auto-revert cron register automatically.
Configuration
Configuration2. Set up the approval matrix levels for the schedule-switch model.
3. Assign users to the schedule-switch security groups.
4. Employees start requesting switches from the Schedule Switch menu.
Built for every shift-based team
Manufacturing
ManufacturingLine workers trade morning and night shifts while the system keeps the production line fully covered.
Retail
RetailSales associates swap weekend and holiday shifts with a manager's quick approval - no more sign-up sheets.
Healthcare
HealthcareNurses exchange duties within rest rules - eligibility and leave checks guard compliance on every swap.
Education
EducationStaff swap exam invigilation and duty slots, with the head of department signing off each exchange.
Government
GovernmentRoster trades route through the required approval levels and leave a complete, auditable trail of every change.
Corporate & Hospitality
Corporate & HospitalitySupport staff and hotel teams cover for each other temporarily, with schedules reverting automatically afterwards.
Ad-hoc swaps vs. standard Odoo vs. HR Schedule Switch
| Capability | Manual Process | Standard Odoo | HR Schedule Switch |
|---|---|---|---|
| Self-service switch requests | Chat / paper | - | Built-in |
| Permanent / temporary / peer swap | Inconsistent | - | All three types |
| Coverage & overlap validation | Manual guesswork | - | Automatic |
| Eligibility & role-match checks | None | - | Leave + job position |
| Multi-level approval workflow | After the fact | - | Dynamic matrix |
| Automatic notifications | Manual | - | Both parties + mgr |
| Temporary auto-revert | Forgotten | - | Scheduled job |
| Full audit trail | None | - | Tracked + reports |
Replacing chat-and-paper swaps with a validated, approved workflow cuts the admin overhead of every exchange to minutes - while eliminating the uncovered-shift surprises that cost real money on the floor.
We're here to help
Support Process
Reach our team through your Odoo App Store account for setup help, approval-matrix configuration and troubleshooting.
Customization Available
Customization AvailableNeed extra switch types, bespoke coverage rules or an integration with your rostering tool? We offer paid customization.
Documentation & Upgrades
Clear setup documentation and version-safe upgrades keep your switch history and approval flows intact over time.
DO Incredible
Practical, production-grade Odoo apps built to the Odoo 19 standard. Visit doincredible.com or contact us through your Odoo App Store account for support, documentation and customization.
Make shift swaps effortless - and safe
Give your team self-service schedule exchanges with coverage-safe validation, multi-level approval and automatic revert - while managers stay firmly in control.
HR Schedule Switch | by DO Incredible | doincredible.com
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