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Employee shift scheduling and notifications

Purpose

1.1. Automate generation and distribution of employee shift schedules, ensuring operational coverage in an aeromodelling retail setting.
1.2. Deliver real-time notifications about shift assignments, swaps, absences, or updates to staff across multiple channels (SMS, email, app, voice).
1.3. Sync schedules with payroll and HR records for attendance, compliance, and administrative accuracy.
1.4. Minimize manual scheduling errors, streamline manager workload, and ensure staffing compliance for regulatory and business standards.

Trigger Conditions

2.1. New schedule creation or update in a schedule management system.
2.2. Manager initiates a shift swap, addition, or removal request.
2.3. Detection of unfilled shifts or overlapping shifts via conflict scan.
2.4. Upcoming shift reminder (timed, e.g., 2 hours before shift).
2.5. Approval or rejection of time-off requests.

Platform Variants


3.1. Google Calendar API
• Feature/Setting: Automated event creation and invite sharing via `/calendars/events/insert`.
• Sample: Configure employee emails, set event, push notifications on update.

3.2. Microsoft Outlook Calendar API
• Feature/Setting: Utilize `/me/events` endpoint for shift scheduling, email alerts via Outlook.
• Sample: Map each shift as an event, send automatic RSVP requests.

3.3. Slack
• Feature/Setting: Use Incoming Webhooks to send channel or DM notifications.
• Sample: Integrate webhook to #scheduling, trigger on schedule post/edit.

3.4. Twilio Messaging API
• Feature/Setting: Send outbound shift SMS via `Messages` endpoint.
• Sample: Configure employee mobile list, auto-template shift notifications.

3.5. SendGrid
• Feature/Setting: Transactional templates for personalized email schedules.
• Sample: Auto-fill shift, site, and contact in schedule template; send on update.

3.6. Zoom
• Feature/Setting: Automated meeting scheduling for team handovers or briefings via `/users/me/meetings`.
• Sample: Create meeting when shifts overlap, send invites to incoming/outgoing shift.

3.7. Zapier
• Feature/Setting: Triggers on form submission or schedule update, routes data to notification apps.
• Sample: Detect shift edits in Google Sheets, auto-send Slack DM.

3.8. Trello
• Feature/Setting: Card creation for daily shift, automated alerts attached to each card.
• Sample: Board for each week, power-up for daily reminders.

3.9. Asana
• Feature/Setting: Task assignment for shifts, comment notifications for changes.
• Sample: Each shift as task, sub-tasks for breaks, integrate calendar sync.

3.10. BambooHR
• Feature/Setting: Employee time-off calendar API reads and syncs with shift management.
• Sample: Query leave API before final schedule, reduce conflicts.

3.11. Jira
• Feature/Setting: Automated issue creation for each shift, use assignee notifications.
• Sample: Board for admin, assignee is scheduled employee; reminders on due.

3.12. Microsoft Teams
• Feature/Setting: Automated message flow to shift channels and teams based on schedule events.
• Sample: Use Graph API to schedule message to group chat.

3.13. WhatsApp Business API
• Feature/Setting: Programmatic shift alert messages via template messages.
• Sample: Automate send with recipient phone, shift details.

3.14. Salesforce
• Feature/Setting: Service Cloud notifications and case creation for absence reports.
• Sample: Record absence as case, notify manager and find replacement.

3.15. HubSpot
• Feature/Setting: Workflow automation for employee communication emails.
• Sample: Setup if/then chains for shift confirmations, escalate unresolved.

3.16. Airtable
• Feature/Setting: Scheduler base with automation triggers for changes, email/SMS out.
• Sample: Table update = email shift notification via integration.

3.17. Monday.com
• Feature/Setting: Board item creation for each shift, use notification automation.
• Sample: Employee tagged in pulse, instant notification.

3.18. Workday
• Feature/Setting: Schedule and absence sync via API; update staff dashboards.
• Sample: Adjust shifts based on approved absence, propagate alerts.

3.19. ClickUp
• Feature/Setting: List item creation, automations for reminders.
• Sample: Item for each shift, notify assignees day before.

3.20. Freshdesk
• Feature/Setting: Ticketing automation for last-minute shift change requests.
• Sample: Create urgent ticket, auto-alert available part-timers.

3.21. Mailgun
• Feature/Setting: Automated transactional shift notification emails.
• Sample: Configure domain and schedule, auto-send mail by event.

Benefits

4.1. Reduces manual scheduling errors and duplicate entries.
4.2. Ensures all staff receive timely, consistent communications through their preferred channel.
4.3. Synchronizes shift data across HR, payroll, and onsite systems for compliance and accuracy.
4.4. Frees administrative time by automating repetitive notifications and updates.
4.5. Instantly adapts to last-minute schedule changes, optimizing shift coverage.

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