Shift offers
You can allow employees to give up shifts to other employees in your organization, and configure rules for offering those shifts. This article explains what a shift offer is, how to configure an offer for your organization, employees' eligibility, and how to approve offer requests.
How shift offers work
When an employee can't make it to a scheduled shift, they can give up their shift to another employee who doesn't have a scheduled shift and is eligible for the offered shifts, like schedules and positions that match. To configure the shift offer, you'll need the Administrator access level or the Manage account and other settings permission. To configure shift offer settings:
- Navigate to the Settings menu in the top-right corner.
- Select Preferences under Schedule.
- In the Shift Offer section, enable or disable the settings based on your requirements:
- Allow employees to offer shifts: This enables employees across the organization to offer shifts.
- Shift offer requires manager approval: If enabled, managers must approve all offer requests in this organization. If disabled, shifts are offered as soon as another employee accepts the request.
- Restrict offers when employees' schedule constraints are exceeded: Limit shift offers that exceed scheduling rules based on each employee's schedule constraints.
- Click Save.
Eligibility conditions for shift offer
When employees offer shifts to others, the listed employees are based on the following eligibility criteria:
- Matching schedule and position: A shift can be offered only to employees who are assigned to the same schedule and position required for that shift. Employees who are not assigned to the required schedule or position are not listed.
- No overlapping shifts: A shift can be offered only if accepting it does not overlap with the employee’s existing published shifts. If accepting the shift would create a scheduling overlap, those employees are not listed.
Approve offer requests
When your organization has enabled manager approval for shift offers, the request must be approved for a shift exchange. To approve an offer request, you'll need the Administrator access level or the Approve swap, offer, and drop requests permission.
On web
On mobile
On web
- Go to Schedule > Requests.
- Click the Offer tab, then select the request that requires your approval.
- Enter your Comment (Optional).
- Select Approve or Deny based on your preference.
On mobile
- Open the Zoho Shifts mobile app.
- Tap Requests at the bottom of the screen.
- Select the Offer tab at the top of the request page.
- Tap on the request that requires your approval.
- Enter your Comments (optional).
- Select Accept or Decline based on your preference.
If approved, the shift is assigned to the employee who has accepted the offer request. If declined, the employee who originally had the shift assigned to them retains it.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Shift templates
Create shift templates in Zoho Shifts for the shifts you use most often. Shift templates let you reuse a standard shift structure, so you don’t have to build shifts from scratch every time. For example, if your organization typically works from 9am ...Shift swaps
You can allow employees to swap shifts in your organization and configure rules for exchanging shifts. This article explains what shift swapping is, how to configure shift swapping for your organization, when employees are eligible to swap shifts, ...Shift drops
You can allow employees to decline their shifts in your organization and convert the declined shifts to open shifts. You can enable and configure shift drop rules. This article explains what shift drop is, how to configure shift drop for your ...Copy shift
Create shifts by simply copying from an existing shift or set of shifts. Zoho Shifts lets you copy shifts using the Copy Previous tool and keyboard shortcuts in the Schedule Editor. To copy shifts from a previous day or week Go to Schedule > Schedule ...View shift history
Understand how a shift changed over time. When a shift is created, published, reassigned, or traded, Zoho Shifts maintains a record of every update. This gives you a clear view of the changes made, when they occurred, and who made them. Before you ...
New to Zoho LandingPage?
Zoho LandingPage Resources