Skip to main content

How to send all proposals at once

Scope note​

Bulk proposal sending depends on your role and enabled features in your environment.

Why this matters​

Sending all proposals in one action helps you move faster once your schedule is ready and reduces repetitive manual work.

Before you start​

Make sure:

  • the proposals have already been reviewed
  • the selected schedule is accurate
  • the right employees are targeted
  • urgent gaps have been checked one last time

Steps​

  1. Open the schedule or proposal view for the target period.
  2. Review the proposals that are ready to be sent.
  3. Confirm that the selected employees and requests are correct.
  4. Use the bulk send action to send all proposals at once.
  5. Monitor the proposal statuses after sending.

What happens next​

Once assignment proposals are sent, employees can receive and respond to them according to your operational process.

Tips​

  • Do a final review before using the bulk send action.
  • Prioritize accuracy before speed for high-impact shifts.
  • Use bulk sending only when the proposal set is stable enough.

Troubleshooting​

Some proposals should not be sent yet​

Remove or adjust them before launching the bulk send action.

Responses are slower than expected​

Review employee notification setup and confirm that the right communication flow is enabled.