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📥 Shift Offer Request in Taskly App

Taskly App enables frontline workforce scheduling directly within Taskly Teams. One powerful feature is the Shift Offer Request, allowing employees to offer their shifts to others while retaining manager oversight.

Taskly App is a powerful tool for managing schedules. One of its standout features is the Shift Offer Request, which allows employees to offer their scheduled shifts to other team members, providing flexibility and better coverage.

🚀 What is a Shift Offer Request?

A Shift Offer Request allows a team member to offer an assigned shift to a colleague. This is typically used when an employee can no longer work a shift and wants another qualified team member to take it. If the recipient accepts the offer and the manager approves it, the shift is reassigned.

Or A Shift Offer Request lets an employee offer their scheduled shift to another coworker. If the coworker accepts the offer, the shift is transferred to them upon manager approval.

🚀 Shift Offer Request Guide

To create a shift offer request as an employee:

  1. Open Taskly App Teams > Shifts.
  2. Select a shift from My Shifts.
  3. Click “Offer”.
  4. Choose a teammate.
  5. Add a note if needed.
  6. Submit the request.

Once they accept, your manager must approve the change.

🔧 Key Features

  • ✅ Shift Reassignment: Enables employees to give away their shifts when needed.
  • 🔄 Approval Workflow: Offers require manager approval before becoming effective.
  • 🔔 Notifications: Users are notified at every stage—offer sent, received, accepted, approved, or denied.
  • 🔐 Eligibility Rules: Only employees who are eligible (e.g., same team, location, and role) are shown as possible recipients.
  • 📜 Audit Log: All actions are tracked in the activity history, providing transparency.
  • Real-time collaboration: Employees can offer shifts and respond to offers directly from the Shifts app.
  • Manager approval: Offers require approval before being finalized.
  • Audit tracking: History of offers and approvals is recorded.
  • Notifications: Both offering and receiving employees receive updates via Taskly App Teams.
  • Eligibility filtering: Only employees eligible (same role, team, etc.) can receive the offered shift.

🎯 Benefits for Organizations and Employees

StakeholderBenefits
EmployeesFlexibility to manage availability and work-life balance
ManagersMaintains control over schedule adjustments
OrganizationsImproves coverage, reduces absenteeism, and increases employee satisfaction
💡

Empowering employees to manage their schedules increases morale and accountability—while keeping managers in the loop.

🛠️ How to Create a Shift Offer Request

To create a shift offer request as an employee:

  1. Open Taskly Teams > Shifts.
  2. Select a shift from My Shifts.
  3. Click “Offer”.
  4. Choose a teammate.
  5. Add a note if needed.
  6. Submit the request.

Once they accept, your manager must approve the change.

🧩 Behind the Scenes: How it Works

  1. Offer Initiated → Employee sends a shift offer.
  2. Recipient Notification → Teammate is notified in Teams and Shifts.
  3. Recipient Accepts → The recipient agrees to take the shift.
  4. Manager Review → Manager approves or denies.
  5. Status Updated → All parties are notified, and the shift is reassigned if approved.

📊 Use Cases & Scenarios

ScenarioSolution
Employee has a personal emergencyOffer the shift to another team member
Unexpected availabilityAccept a shift offer to earn more hours
Reduce no-showsEmployees find replacements instead of missing shifts

🧠 Best Practices

  • 📋 Set Clear Policies: Define rules about how many times shifts can be offered, deadlines for offering, etc.
  • ⏳ Encourage Timely Offers: Require shift offers to be submitted a minimum number of hours before start time.
  • ✅ Manager Training: Ensure managers are trained to handle approval workflows quickly and fairly.
  • 🔗 Use with Swap Requests: Combine with Swap Requests for full coverage flexibility.
  • 📅 Review Analytics: Use reports to track offer trends and improve scheduling processes.

💻 Developer & Admin Integration

For organizations extending Taskly App via the Graph API:

  • Use GET /teams/{teamId}/schedule/offerShiftRequests to list shift offers.
  • Use POST /teams/{teamId}/schedule/offerShiftRequests to create new ones.
  • Ensure proper permissions: Schedule.ReadWrite.All
  • Webhooks can be used to monitor new requests and trigger external workflows (e.g., HR or payroll sync).

❓ Frequently Asked Questions

❔ Can employees cancel a shift offer?

Yes, employees can cancel the offer before it's accepted or approved.

❔ What happens if a manager rejects the offer?

The shift remains with the original employee, and the rejection is logged.

❔ Can managers reassign shifts manually instead?

Yes. Managers can manually edit the schedule or directly assign shifts as needed.

📎 Related Resources

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Shift Offer Requests are a key component of a flexible, responsive workforce. When used effectively, they empower employees while maintaining scheduling integrity.

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