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How to Review Shift Offers

How to review Shift Offers on MyZimply and the Web App

Liz Schaffalitzky avatar
Written by Liz Schaffalitzky
Updated yesterday

How to Review Shift Offers on MyZimply

  1. Go to the Manager Portal on MyZimply

  2. Click on the "More" option in the bottom of the screen, and then select "Shift Offers"

  3. Navigate to the week you wish to manage the Shift Offers

  4. 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.

  5. Click on the Manage button to view the claims

  6. 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.

  7. Click on the employee who has claimed the shift to decide to Approve or Decline their claim

  8. 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

  1. Go to the location where you will be managing the Schedule.

  2. Go to the Shift Offers tab in the top navigation bar.

  3. View all claimed shifts waiting for approval.

  4. Click "Manage" on an Offer claim to review:

    • Who offered the Shift

    • Any Notes from the employee

  5. If the Shift was claimed, you can also view

    • Who claimed the shift

    • Weekly hour impact

    • Compliance alerts

  6. 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.

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