The "Offers" view in the Skedulo mobile app shows the open shift offers that are available (to the mobile user).
Once a claim is lodged, they (the resource) must await the scheduler's approval before the shift is formally allocated to them. When allocated, the shift will automatically be published, i.e., the scheduler is not required to manually publish the draft shift.
Receive a Shift Offer
Shift Offer Notifications
The mobile user is notified of a shift offer via a message on their mobile device (a notification alert). In the main menu of the mobile app, a counter will appear on the "Offers" button. The counter represents the number of open (unclaimed) offers that are available. To view (or review) the shift offers, tap on the "Offers" button.
Figure 1. Receiving shift offers on the Skedulo mobile app.
The "Open Offers" view displays all the offers which are available to be claimed or declined.
Tapping on the "Claim Shift" button will submit a claim for the shift (once successfully confirmed). A pop-up will announce that the claim has been sent and it is "...awaiting your scheduler's approval."
A banner will pop-up at the bottom of the view announcing that the offer has been claimed and a notification on the offer itself will indicate it is "Awaiting approval."
Figure 2. Viewing and claiming a shift from the open offers view.
Note: Once a shift has been claimed or declined there is no way to reverse the action from the mobile app.
When the shift offer has been fulfilled (i.e., the scheduler has selected and notified all those selected of their allocation), if the resource was selected, the shift offer is moved to the "Successful" offers tab.
Unfulfilled offers and unsuccessful claims (for that shift) are moved to the "Expired Offers" view. So, if a resource was not selected and the shift offer was closed, they will see the expired offer in the "Expired Offers" tab.
Note: If the shift offer is canceled, the offer is moved to the "Expired Offers" tab.
Figure 3. Viewing a successfully claimed offer.
Auto Allocation of Shift Offers
Organizations have the option to automatically allocate a shift to the first person who makes a claim, i.e., "first come first served." Once the offer has been fulfilled, the offer is closed.
Note: To do this the option "auto allocate" must be enabled for shift offers—which can be found in the "Workflow" section of the admin settings.
Figure 4. An example showing a shift being automatically allocated to the claimant.
Also, see Admin Settings: Workflow.
Tapping on the "Decline" button will decline the offer and move it to the "Expired Offers" view.
Figure 5. Declining an offer.
Note: Shift offers will remain in the "Expired Offers" view until one week after the shift start date (even if the shift itself is canceled after it was declined).
Offers appear in the "Expired Offers" view when:
- The shift offer is allocated, and the offer is closed.
- The shift offer is declined.
- The shift offer itself is canceled.
- The shift offer has been deleted.
Figure 6. Viewing all expired offers.
Note: Expired offer notifications are not selectable, i.e., they are read-only. The most recent notifications (up to one hundred) are displayed for a week after their start date.
Also, see Shift Offers.