Offer and Swap Shifts
Shift offers let staff give up an assigned shift or claim an available one. A manager can require approval before a claimed swap changes the schedule.
Review the school’s process
Section titled “Review the school’s process”A manager can control shift offers in Settings → Shifts. When Allow Staff to Offer and Claim Shifts is off, staff cannot create offers or claim shifts. Staff can still withdraw existing offers, and managers can finish reviewing claims that were already made. Managers can still create and edit shifts normally.
The same settings control whether claims need manager approval and whether Kanri sends email notifications. If an offer or claim control is missing, check these settings. Also check that the shift is in the future, belongs to the correct school, and is assigned to you when you are trying to offer it.
Offer one of your shifts
Section titled “Offer one of your shifts”- Open Shifts and find a future shift assigned to you.
- Open the shift details and select Offer Shift.
- Confirm the offer.
- Check the shift details or Offers view for its current status.
You can withdraw your own open offer, including one claimed but still awaiting approval. Offering a shift does not automatically remove it from your schedule.
Claim an available shift
Section titled “Claim an available shift”- Open the Offers view.
- Review the shift’s time, department, notes, and who offered it.
- Select Accept Shift or Claim Shift.
- If the school requires approval, wait for a manager to approve the claim before treating the schedule as final.
Some shifts are unassigned openings rather than a colleague’s offer. The Offers view identifies these separately. Only claim a shift you are available to work.
To claim a shift, you must be staff at its school. If it has a department, you must also belong to that department. Selecting a department on a shift does not add staff to it. Claims for shifts that have already started are rejected.
Manager review
Section titled “Manager review”When approval is required, a manager can approve or reject a claimed swap from the offer details. Email notifications may also be enabled in the shift settings. Check the offer status rather than assuming a claim has already changed the schedule.