Shift Marketplace App Overview

Shift Marketplace

1. What it is

Shift Marketplace lets employees list shifts they can no longer work, pick up open shifts, trade shifts with coworkers, and send direct shift offers to specific people. Managers get an approval queue and a Coverage Autopilot view that flags at-risk shifts and can send offers automatically.

• Enablement: requires a license. An admin enables it per tenant from the Apps Marketplace; it is off by default.
• What it is not: Shift Marketplace does not create or publish schedules. Schedules are built in the Shifts & Scheduling app; the marketplace surfaces only shifts from published schedules that are either marked as open by management or listed by an employee.

2. Standing it up

1. Go to Admin → Apps Marketplace, find Shift Marketplace, and enable it.
2. Publish at least one schedule in Shifts & Scheduling. The marketplace shows only shifts from published schedules.
3. Go to Shift Marketplace → Admin → Settings and choose an approval workflow (see §5). The default is Auto-Approve All Claims, which means every claim is assigned immediately with no manager review.
4. If your business uses scheduling teams, set the Swap Scope on each team. This controls who can pick up shifts listed by team members. The default is Same Group — only members of the same team see and can claim the listing.
5. To allow cross-location pickup, go to Admin → Business → Shift Requirements → Location Settings and unlock the locations where employees from other stores should be able to claim shifts.
6. Grant access to users. Any authenticated user whose business has the app enabled can open the marketplace. The Coverage Autopilot tab and the Admin menu (Approval Queue, Audit Log, Settings) are restricted by role — see §3.

Silent-until-paired: if no schedules are published, the marketplace is empty — only shifts from published schedules appear. If the approval workflow is set to Require Manager Approval but no manager has shift-management permissions, claims sit pending with nobody to approve them. And if cross-location pickup is needed, unlock the relevant locations in Shift Requirements before employees try to claim — the default is locked, and an employee at another store simply will not see the listing.

3. How it fits together

Listings and open shifts. Two kinds of availability appear side by side on the marketplace:

• Open shifts are created by management in Shifts & Scheduling. They have no current assignee and need someone to fill them.
• Listings are posted by employees from their own assigned shifts. An employee who cannot work a shift lists it so someone else can pick it up or propose a trade.

Example: a barista at the Downtown location is assigned the Saturday 7 AM–3 PM shift but needs the day off. They open the marketplace, choose that shift, and list it as Pickup or Trade. A coworker at the same location sees it, claims it, and — depending on the approval workflow — is either assigned immediately or placed in the approval queue.

Listing types. When an employee lists a shift they choose one of three types:

• Pickup Only — anyone eligible can claim it outright.
• Trade Only — applicants must offer one of their own shifts in return. The lister reviews and accepts or rejects.
• Pickup or Trade — both paths are open.

Eligibility. Not every employee sees every listing. The marketplace filters on several dimensions:

• Swap scope — set per scheduling team. Same Group (the default) means only team members can pick up the listing. Same Location broadens it to anyone assigned to the shift’s location. Any removes the group and location gate entirely.
• Location lock — a per-location setting in Shift Requirements. When unlocked, cross-store pickup is allowed and overrides the team’s swap scope.
• Job function — a listing that requires a specific job function (e.g. “Staff”) is visible only to employees whose job function matches, or — when skill-based role matching is enabled for the business — to employees who hold the required skills.
• Shift conflicts — employees who already have an overlapping shift cannot claim the listing.

Admins and managers see all listings regardless of eligibility, for oversight.

Approval workflows. When a claim is not auto-approved, it creates a pending claim request. The configured approval authority determines which managers see it in the Approval Queue at Admin → Approval Queue.

Smart Approval auto-approves when any of these conditions is true: the shift is 48+ hours away, the employee has a Top Tier or Reliable MangoScore (or a reliability score of 75% or higher), the employee is already working that day at the same location or in the same team, or the shift covers a critical role and starts within 24 hours. All other claims go to a manager.

Direct Offers. An employee can offer a specific shift to a specific coworker without listing it publicly. The recipient accepts or declines; the sender can cancel a pending offer. Offers can carry an optional expiration date; after that date the offer expires automatically. Direct offers do not go through the claim approval workflow — accepting transfers the assignment immediately.

Coverage Autopilot. A manager-only view that shows shifts starting within the next 7 days that still need coverage. From this view a manager can send offers to eligible employees or escalate an unfilled shift to the location manager. Admins can also trigger a detection cycle that queues an automated sweep.

Gamification tie-in. When Levels & Badges is enabled, picking up an open shift and completing a shift trade each award XP automatically.

Audit trail. Every marketplace action — listing, claiming, application, trade transfer, admin action — is recorded in the audit log with the actor, timestamp, and details. The log is exportable to CSV.

Roles and visibility:

Surface	Who can see it
Dashboard, Listings, Applications, Direct Offers	All users with the app enabled
Coverage Autopilot	Manager or above
Approval Queue	Admin or above, or app admin with shift-management permission
Audit Log, Settings	Admin or above, or Shift Marketplace app admin

4. Running it

Reviewing the Approval Queue

1. Go to Admin → Approval Queue (linked from the marketplace’s Admin tab).
2. Each pending claim shows the shift, the requesting employee, and when the request was submitted. Approve or reject with an optional reason.
3. Approving a claim assigns the shift to the employee immediately and notifies them. Rejecting sends a notification with the reason you entered.
4. Which claims a manager sees depends on the Approval Authority setting. Under Any Manager with Shift Permissions (the default), every qualifying manager sees all pending claims. Under Employee’s Direct Manager Only, each manager sees only claims from their direct reports.

Reviewing trade applications

1. When someone applies to trade for your listed shift, you see it in the listing’s detail page under Applications.
2. Review the offered shift (date, time, location). Accept to swap both assignments in one step, or reject with a reason.
3. Accepting a trade rejects all other pending applications on that listing automatically.

Using Coverage Autopilot

1. Go to Shift Marketplace → Coverage Autopilot.
2. The view lists at-risk shifts — those flagged as needing coverage and starting within 7 days.
3. For any shift, click Send Offers to notify eligible employees, or Escalate to alert the location’s manager.
4. Admins can click Run Now to queue a detection cycle that scans for new coverage gaps.

Sending a Direct Offer

1. Go to Shift Marketplace → Direct Offers → New Offer.
2. Choose one of your upcoming shifts, then select the coworker you want to offer it to. Eligible employees are highlighted at the top of the list.
3. Optionally set an expiration date and add a note.
4. The recipient is notified and can accept or decline from their Direct Offers tab.

Exporting the Audit Log

1. Go to Shift Marketplace → Admin → Audit Log.
2. Filter by action type, user, or date range.
3. Click Export CSV to download the filtered log. Exports are capped at 10,000 rows, newest first.

5. Settings

All settings are at Shift Marketplace → Admin → Settings.

Setting	Default	What it changes
Enable Marketplace	On	Turns the marketplace on or off for the business. When off, marketplace matching and API access are disabled.
Enable AI Agent	On	Lets users ask the AI assistant questions about marketplace data.
Shift Claim Approval Process	Auto-Approve All Claims	How claims are handled: Auto-Approve All Claims (instant assignment), Smart Approval (auto-approves trusted employees and advance bookings, sends the rest to a manager), or Require Manager Approval (every claim waits for a manager).
Shift Claim Approval Authority	Any Manager with Shift Permissions	Who can approve pending claims: any shift manager, the employee’s direct manager, the shift’s location manager, the scheduling team manager, or any relevant manager.
New Marketplace Listings	On	Notify eligible employees when a new shift is listed.
Shift Claims	On	Notify the lister when their shift is claimed.
Claim Approvals	On	Notify the employee when their claim is approved.
Claim Rejections	On	Notify the employee when their claim is rejected.
Email Notifications	On	Send notifications via email.
In-App Notifications	On	Show notifications inside the application.
SMS Notifications	Off	Send urgent notifications via SMS.

Per-event email and SMS toggles are also available for four events: New Listing, Listing Claimed, Application Received, and Application Status. All default to On; they layer on top of the channel switches above.

Cross-location pickup is not configured here. It is set per location at Admin → Business → Shift Requirements → Location Settings.

6. More help

• Shift Marketplace FAQ — specific setup and operating questions.
• Ask AI — the assistant answers questions about Shift Marketplace from these articles.