Shift swap request handling

Purpose

1.1. Automates the shift swap request process to ensure smooth, fast, and compliant staff scheduling in a French steakhouse environment.
1.2. Auto-collects requests from employees, verifies eligibility, routes approvals to managers, updates schedules, notifies relevant staff, and logs swap details for labor law compliance.
1.3. Reduces manual scheduling, prevents staff shortages, automates communication, and maintains operational consistency.

Trigger Conditions

2.1. Incoming shift swap request from staff via email, SMS, mobile app, or web portal.
2.2. Manager approval or automatic eligibility validation event.
2.3. Detection of conflicting schedule, staff over-hours, or request time window.
2.4. Employee confirmation of swap acceptance.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate inbound SMS keyword triggers and automated notification sending using Messaging API webhook.
3.2. SendGrid
• Feature/Setting: Automate email notifications and approval workflows using Mail Send API with dynamic templates.
3.3. Slack
• Feature/Setting: Automate swap approval/denial via interactive Slack buttons; use Events API to trigger automations.
3.4. Microsoft Teams
• Feature/Setting: Automate actionable messages for shift swaps; use Microsoft Graph API for messages and adaptive cards.
3.5. Google Sheets
• Feature/Setting: Automate reading/writing of shift data with Sheets API and triggers on cell value edits.
3.6. Airtable
• Feature/Setting: Automate record updates for swap requests via Airtable Automations & REST API.
3.7. BambooHR
• Feature/Setting: Automate time-off and swap logging; use Employee API for schedule adjustments.
3.8. Deputy
• Feature/Setting: Automate shift swap request and approval via ShiftManagement API endpoints.
3.9. When I Work
• Feature/Setting: Automate request/reply and updates using Schedule API to sync swap statuses.
3.10. ADP Workforce Now
• Feature/Setting: Automate employee schedule updates and swap history logging with Schedules API.
3.11. Outlook (Office 365)
• Feature/Setting: Automate calendar invites/updates on swaps using Microsoft Graph Calendar API.
3.12. Zapier
• Feature/Setting: Automate cross-platform notifications for swap approval with multi-step workflows.
3.13. Workday
• Feature/Setting: Automate swap process via Workday Scheduling REST API endpoints.
3.14. Gusto
• Feature/Setting: Automate tracking of swaps for payroll by using Employee API for time data.
3.15. Trello
• Feature/Setting: Automate card creation for shift swap requests using Cards API on specific boards.
3.16. Discord
• Feature/Setting: Automate direct messaging for swap requests and confirmations via Bot Webhooks.
3.17. Notion
• Feature/Setting: Automate database page creation for each swap using Notion API triggers.
3.18. Salesforce
• Feature/Setting: Automate record entry for swap activity in custom objects via REST API.
3.19. Zoho People
• Feature/Setting: Automate schedule change requests and approvals via Schedules API.
3.20. Asana
• Feature/Setting: Automate task creation and update for swaps using Tasks API.
3.21. Monday.com
• Feature/Setting: Automate board updates with swaps using Boards and Items API.

Benefits

4.1. Automated shift swap process reduces schedule errors and improves compliance.
4.2. Staff receive real-time automated notifications, increasing engagement and reducing confusion.
4.3. Automating approvals frees managers from manual scheduling, allowing focus on guest service.
4.4. Automation ensures every step is logged for audit and compliance, minimizing legal risk.
4.5. Automator integrates seamlessly with leading F&B and HR platforms for scalable automated operations.