How to Offer an Unassigned Service to Your Team in Teiro
A short video walkthrough of offering an unfilled service to a tier of eligible carers in Teiro: previewing exactly who will see it, choosing how the offer resolves, and reviewing acceptances before assigning.
When a service is unassigned, a coordinator can offer it to a tier of eligible carers from the Assign Worker panel, instead of assigning one carer directly or working the phone list one call at a time. The panel shows exactly how many carers are actually eligible before anything is sent, and once responses come in, the coordinator reviews who accepted and assigns the service.
Watch the walkthrough
Opening the Assign Worker panel on an unassigned service, choosing who hears about it, checking the audience preview, sending the offer, and reviewing acceptances once carers respond.
The steps below walk through the same flow screen by screen, for anyone who would rather read than watch.
Step 1: Open the Assign Worker panel
Offer to team is not a separate screen. It sits inside the same Assign Worker panel a coordinator already opens on an unassigned service, alongside the usual candidate list -- a second action for putting the service in front of a group of carers rather than choosing one directly.
Step 2: Choose who hears about it
Tapping Offer to team opens a choice of four tiers:
- Regular team -- carers who have worked with this client before, plus anyone on the client's named preferred list
- Preferred carers only
- All eligible
- Selected carers, chosen individually
Where a client's care plan requires continuity, only Regular team is available for that client, and the other three tiers show why they are unavailable rather than simply disappearing -- a coordinator should never wonder whether a tier is missing by mistake.
Step 3: Check the audience preview before you send
Before the offer goes anywhere, the panel shows an audience preview: how many carers are actually eligible, how many are already booked elsewhere at that time, and how many are not shown at all. Carers who are not shown are excluded by that client's safeguarding or preference settings -- Teiro states that an exclusion applies without ever naming who it is or why.
This is the difference between a group text and an offer: "I think about six people can cover this" becomes a real, checked number before the coordinator commits to sending anything. Where the eligible pool is very small, Teiro shows that there are enough carers to send to rather than an exact headcount, so a low number can't be narrowed down to a specific person.
Step 4: Pick how the offer resolves
Every offer resolves one of two ways, and the panel always shows which one applies and why before it can be sent:
- First to accept -- close to the start time, the first carer to accept gets the service
- Coordinator picks -- further out, the coordinator reviews everyone who accepted and chooses
A coordinator can override the suggested mode, but the panel never lets an offer go out without showing which mode it will resolve under. Carers see the same thing: the mode travels with the offer everywhere it appears, so nobody mistakes an offer they've put their hand up for as a shift they already hold.
Step 5: What a carer sees before accepting
An open offer shows up on the carer's Open Shifts list and home screen. Opening it shows the date, time, duration and suburb, and the client's first name -- enough to genuinely decide whether to accept. A carer only sees the client's full name if they've worked with that client recently or are on their preferred list; everyone else sees a first name and suburb, shown exactly the same way, not as a stripped-down or provisional version of the full detail. Clinical notes and care plan content are never shown at this stage -- they're shared once the carer is actually rostered on, not before.
Step 6: Reviewing acceptances and assigning
Once carers start responding, the coordinator's Open Offers list shows a live count against each one -- how many have accepted, how many are still awaiting a response. Opening an offer shows Review Acceptances: everyone who put their hand up, in the order they responded, ready for the coordinator to select one and assign. Everyone who accepted is told the outcome once a decision is made, not just the carer who ends up with the service -- something a group text never manages.
Where this fits, and where it doesn't
Offering to a tier of carers is built for the hours-to-days before a service, when there's genuinely time for people to see it and respond. For an urgent same-morning gap, the phone is still the faster option. It also isn't a marketplace: there's no bidding, no rates, and no negotiation. The organisation publishes fixed work, and a carer says yes or no.
Safety checks still apply underneath all of this. A carer excluded from a client is never shown the offer in the first place, and an acceptance that trips a warning -- a scheduling clash, a missing competency, too little rest since their last shift -- is held for the coordinator to review rather than assigned automatically.
Frequently asked questions
Does offering to a team skip the usual safety and eligibility checks?
No. The audience is filtered before the offer is ever sent, so a carer who is excluded from a client never sees it. If an acceptance would still trip a warning -- a clash, a competency gap, insufficient rest since their last shift -- it's held for the coordinator to review rather than assigned straight away.
Can I offer a service to just one or two specific carers, rather than a whole tier?
Yes. Selected carers lets a coordinator choose individually, for the cases where a tier is wider or narrower than what's actually needed.
Does a carer see how many other carers were offered the service, or who else accepted?
No. A carer sees only their own offer and its outcome. There's no visibility into how many other people were offered the same service or how they responded.
Can I choose exactly when an offer closes?
Not per offer. How long an offer stays open before it auto-closes is set at the organisation level, not chosen individually each time a coordinator sends one.
What happens if nobody accepts?
The offer simply closes with no acceptances, and the service stays unassigned -- the same as it would if nobody had been offered it at all. From there it's back to assigning directly, widening who the offer goes to, or picking up the phone.
This is one of a growing library of short Teiro walkthroughs -- see the full video library for what else is covered.
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Full transcript
The full text of the walkthrough above, for anyone who would rather read it or needs it in text form.
What this recording shows
This is a 46 second screen recording of a coordinator offering an unassigned service to a tier of carers in Teiro, the care management platform used by Australian NDIS and aged care providers, followed by a carer accepting it and the coordinator confirming the assignment. It was recorded on the real product.
Opening the offer composer from an unassigned service
An unassigned service on the scheduler board opens the same Assign Worker panel a coordinator already uses to hand-pick a carer. Alongside the usual candidate list sits a second action, Offer to team, for putting the service in front of a tier of carers instead of choosing one directly.
Choosing who hears about it
The composer offers four tiers: Regular team, carers who have worked with this client before plus anyone on their preferred list; Preferred carers only; All eligible; and Selected carers, chosen individually. Where a client's care plan requires continuity, only Regular team is available, and the other tiers show why they are unavailable rather than disappearing.
The audience preview, before anything is sent
Before the coordinator can send the offer, the panel shows an audience preview: how many carers are actually eligible, how many are already booked elsewhere at that time, and how many are not shown at all. Carers not shown are excluded by the client's safeguarding or preference settings -- Teiro states that a setting applies without ever naming who it is or why. This preview is what turns "I think six people can do this" into a real number before the offer goes out.
The two ways an offer resolves
Every offer resolves one of two ways, and the panel states which one applies and why before the coordinator sends it. Close to the start time, the first carer to accept gets the shift. Further out, the coordinator reviews whoever accepted and chooses. A coordinator can override the suggested mode, but never sends an offer without seeing which mode applies.
What a carer sees before accepting
On the carer's Open Shifts list and in the offer detail screen, the mode is shown plainly next to the shift, so a carer never mistakes an offer they can put their hand up for a shift they already hold. The offer itself shows the date, time, duration and suburb, and the client's first name. A carer only sees the client's full name if they have worked with that client recently or are on their preferred list, and clinical detail is never shown until the carer is actually rostered on.
Accepting, and what happens next
The carer accepts from the offer detail screen. Under first to accept, that carer has the shift. Under coordinator picks, the coordinator's Open Offers list shows every acceptance as it comes in, and Review Acceptances lists everyone who put their hand up so the coordinator can assign the shift to one of them. Everyone who accepted is told the outcome once the coordinator decides, not just the person who got it.
Where this fits, and where it does not
This is built for the hours-to-days before a shift, not an urgent same-morning gap -- for that, the phone is still faster. And it is not a marketplace: there is no bidding, no rates, and no negotiation. The organisation publishes fixed work, and a carer says yes or no.