What Are Shift Offers?
Shift Offers let employees offer their scheduled shifts when they can’t work — no texts, no emails, no stress.
When an employee offers a shift, it becomes an Open Shift (with a hidden "Shift Offer" tag for managers), allowing other eligible teammates to claim it.
A teammate is only eligible to claim a shift if they are not currently working during the time of the shift AND if they have the same position as the employee who offered the shift.
Once a claim is submitted, a manager must approve the transfer before the shift is reassigned.
This makes handing off shifts smooth, trackable, and fully transparent, with final control always in the manager’s hands.
For Admins: How to Turn On Shift Offers
Click on your name or emails address in the top-right corner.
Go to Settings → Scheduling Settings.
Click on Shift Offers
Toggle Shift Open Shift ON if not on already
Toggle Shift Offer ON
Set an optional Shift Offer Limit to restrict how many shifts an employee can offer per week.
Click Save.
Shift Offers require Open Shifts to be active. If Open Shifts is OFF, Shift Offers cannot be turned ON.
Permissions:
Managers need Shift Offers permissions in their role to approve shift claims.
Employees do not need special permissions — they see eligible shifts automatically.
For Managers
How to Review Shift Offers on MyZimply
Go to the Manager Portal on MyZimply
Click on the "More" option in the bottom of the screen, and then select "Shift Offers"
Navigate to the week you wish to manage the Shift Offers
You'll see here the shift that have been offered by employees are clearly labelled. You can also see who they were offered by, and if any employees have claimed them yet.
Click on the Manage button to view the claims
You can see how many hours each employee claiming for the shift has already scheduled, and their position. You can also see more information from the employee who offered the shift initially.
Click on the employee who has claimed the shift to decide to Approve or Decline their claim
If you Approve, both the employee who claimed the shift and the employee who offered the shift will get an email to inform them of the result.
How to Review Shift Offers on the Web Application
Go to the location where you will be managing the Schedule.
Go to the Shift Offers tab in the top navigation bar.
View all claimed shifts waiting for approval. You will see the date, time, position, schedule and location for the shift.
Click "Manage" on an Offer claim to review:
Who offered the Shift
Any Notes from the employee
If the Shift was claimed, you can also view
Who claimed the shift
Their position
Weekly hour impact
Compliance alerts
Click onto the name of the employee claiming the shift to decide if you would like to approve or deny their claim on this shift. You can also leave a note if you wish.
Once a claim is approved, the shift is automatically reassigned.
Declining a claim notifies the employee and means the shift is still available to claim.
For Employees
How to Offer a Shift
How to Offer a Shift on MyZimply
When in the MyZimply App, make sure you are in the Employee Portal, and then click into Schedule:
2. Click on the Shift in your schedule that you would like to Offer to another employee3. Click on the button that says "Offer this Shift"
4. You will be presented with a space to type a note on why you wish to offer your shift to another employee. Type your message in this space.
5. You will also be asked to tick an acknowledgement the shift is still on your schedule for the week unless it is assigned to another employee:
7. Click "Offer Shift"
8. The Shift will now be put out to offer to any employees who can claim it ie. they are not currently working at the same time, and have the correct position assigned to cover.
You will receive an email when your shift has been claimed and assigned to another employee.
How to Cancel a Shift Offer
Go to the Schedule section of the Employee Portal of Bizimply
Click on the shift labelled as "On Offer"
Click "Cancel Shift Offer" at the bottom of the screen
You’ll see a message:
“Shift offer cancelled successfully. This shift is back on your schedule.”
If someone already claimed your offered shift, cancelling it will remove the shift from their pending queue and send them a notification.
Notifications Overview
Action | Recipient | Type | Message |
Shift Offer Created | Original Employee | “Your shift has been offered to the team.” | |
Shift Claim Submitted | Manager | Push + Email | “New claim submitted – review needed.” |
Claim Approved | Claiming Employee | Push + Email | “Your shift claim was approved!” |
Claim Declined | Claiming Employee | Push + Email | “Your shift claim was declined.” |
Shift Offer Cancelled | Claiming Employee(s) | Push + Email | “This Open Shift is no longer available.” |
🧠 FAQs
Can I offer any shift?
You can offer shifts that are assigned to you — managers may restrict how many shifts you can offer per week, or how close to the day of the shift you can offer it.
Can anyone claim my offered shift?
Only employees who are available during that time can see and claim your offered shift.
What happens if no one claims it?
If no one claims the shift, it stays assigned to you.
Can I retract a shift offer after someone claimed it?
Yes, but the claiming employee will be notified and the shift will return to your schedule.
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