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Alice Dodd

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May 2, 2024

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5
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How to Ask for A Hybrid Work Schedule: 5 Steps to Success

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Creating effective hybrid work policies: Top tips & template

Hybrid work offers employees the best of both worlds – the flexibility of remote work and the camaraderie of in-office time. But managing a hybrid workforce is not an easy feat, which is why you need to ensure you have the right hybrid work policy.

Often, homeworkers end up working longer hours with fewer career advancement opportunities than their in-office counterparts. Additionally, a lack of a formal hybrid work policy could leave your employees anxious or demotivated. In some cases, it could also create two classes of workers, remote and in-office, with remote employees being treated as “second-class.”

So, once you've established your business is ready for hybrid work, you need to create a strong hybrid working policy that:

  • Is equitable and fair to everyone
  • Provides the right working conditions to all employees
  • Outlines all available hybrid arrangements and requirements
  • Sets clear rules for remote and office work, including working hours, required office presence, and communication channels and tools

We also advise you to use hybrid work software to make desk booking and attendance management easier.

Just as workplace policies or employee handbooks outline dos and don'ts for employees, hybrid working policies should lay down clear criteria and rules around hybrid work and also provide best practices for employees.

Below, you'll find a hybrid work policy template you can grab and use for free, plus our top tips on how to build a sensible flexible policy that works well for you and your employees – but first, let’s clarify what hybrid work actually is.

Defining hybrid work

Hybrid work is a flexible work model that allows employees to divide their work time between the office and their home – or different locations, such as coworking spaces, libraries, or even coffee shops. It recognises that not all tasks require a physical presence in the office, and some can be effectively completed from a distance, especially if you provide your employees with the right communication and project management systems.

By implementing a hybrid work model, you can offer your people the freedom to choose where they work and enable them to strike a better work-life balance. This, in turn, can lead to better job satisfaction and retention – and improved employee well-being.

Your free hybrid workplace policy template

The template below is yours to use; you can simply copy and paste it and tweak it to fit your organisation's needs. ‍

Policy overview

Beginning [Date], [Company] will implement a hybrid work model. All employees are eligible for hybrid work. Schedules must fit within one of the models described below and be cleared by your manager.

Please read the entire policy and sign to confirm you have read it. Contact [name and email of contact person] if you have any questions.

Hybrid work schedule

Hybrid schedules depend on your department; you have flexibility within the hybrid model below. Contact your direct supervisor with questions.

A table outlining flexible work schedules for different departments, including how many remote days are allotted per week and daily work hours
A sample hybrid schedule for different departments

All departments should book office space for in-office days with Officely.

‍Key performance indicators (KPIs)

Your manager will discuss with you all relevant key performance indicators and how they might be affected by hybrid work.

In-office amenities

Employees working at the office more than 3 days a week will have a dedicated desk, parking space, and access to the company gym or childcare services.

Equipment and software

For all employees, the company will provide:

  • Laptop
  • Keyboard
  • Mouse
  • Headset
  • Cellphone

Employees working remotely more than 2 days a week will also receive stipends to cover internet costs.

Compensation and benefits

Compensation might be subject to adjustments if relocating to a different city or area.

Employees will also receive the following additional stipends:

  • Gym memberships/related health membership
  • Virtual health consults
  • Virtual mental health counseling
  • Childcare
  • [Add more benefits here]

Communication tools and guidelines

Use the following tools for remote communication:

  • Email for weekly updates, updates for clients, delivery of material to clients
  • Slack for team-wide communication, client groups (if requested), quick announcements
  • Google Meet for meetings, presentations, stand-ups
  • Officely for updating your work location (remote or from the office) and booking desks

Prioritise the use of public channels of communication and be respectful of others’ time and show up punctually for meetings.

Commitment to equal opportunities

We’re committed to providing a similar experience to remote and in-office employees. To ensure everyone has equal access to opportunities, managers must:

  • Use public channels to announce new work opportunities and projects
  • Review how often employees are promoted with respect to their work preferences

10 tips for building a successful hybrid and remote work agreement

Below, you’ll find our top tips on how to manage the transition to a hybrid work model – and how to ensure that it works well for you and your team.

1. Determine eligibility for hybrid work

Before you start building your hybrid policy, define the roles for which hybrid work is possible and those for which it is not.

Here are some examples:

  • Roles suitable for hybrid work: Most roles in project management, software development, design, marketing, finance, accounting, and admin
  • Roles that require mostly in-office presence: Front desk and customer-facing roles, field staff managers, facility management staff, any role involving physical work

You might still want to offer employees in the second category some flexibility, for example by providing occasional WFH days. You might even have team members from other departments like marketing or finance cover office-based roles like the front desk from time to time to allow for more equitable access to remote work.

If your team has been working remotely but you'd like to switch to a hybrid work schedule, use an employee return-to-work survey to uncover potential concerns.

Make sure to consider resource utilisation and how exactly you'll manage your office space. One of the best ways to do that is with the help of desk booking software.

2. Define the right hybrid work model and schedule

Hybrid work isn’t one-size-fits-all. 

Your hybrid work model might be remote-first, where employees are allowed to work remotely most of the time, or lean toward more in-office presence.

Because the term "hybrid" can mean so many things, outline the number of remote workdays allowed in your office and the advantages for each preference. For example:

  • Remote 1-2 days per week: Because these employees are in the office more frequently, consider offering them a dedicated office or desk and parking space.
  • Remote 3-5 days per week: Employees might have to surrender dedicated office desks but will be provided a hot desk or common area to work in the office. They may be eligible for visitor parking.
  • Fully remote: These employees don’t have dedicated workspaces and may be eligible for visitor parking. They might visit the office on occasion for a few hours or a day and reserve a hot desk when they do. 

Desk booking software like Officely can make it easy to manage different schedules and give everyone the visibility they need to organise their work – and come to the office when others are there.

If you offer fully remote roles, specify if these roles are based out of specific countries, states, or cities. If you need remote employees to come to the office occasionally for client meetings and events, you might prefer to hire in your city or region.

For employees choosing hybrid work arrangements, specify if they'll set their own flexible schedule or if schedules will be manager-led. Employee-led hybrid work schedules usually provide better results, because employees know best where and how they work best.

Whatever style you choose, define when you'd expect team members to be available for work-related communication. Certain roles like customer support might need to work specific hours, even remotely.

3. Review employee compensation

Be clear about how an employee’s location and work preference (in-office, remote, hybrid) affect their compensation and benefits, so employees can weigh the pros and cons of their choice.  

For example, if you have 100% remote positions with the option to relocate to another city or country, you might consider adjusting employee salaries to the cost of living – or decide against it. Or you could provide in-office or hybrid workers with a commute allowance.

Remote-first company Buffer has shared their salary calculator publicly, and you might want to use a cost of living calculator when defining salary ranges. However, you need to make sure you're not penalizing employees who opt for a hybrid model or those who choose to work remotely.

4. Expand wellness and health benefits

Hybrid work offers ample flexibility, but it also has a few downsides. Employees who often work remotely might feel more isolated and some might need additional support to avoid burnout.

Here are some ways to safeguard employee health and mental wellbeing in remote and flexible working arrangements:

  • Offer virtual health consultations on platforms like Teladoc and Wellthy and provide access to mental health services like Talkspace and Lyra Health
  • Provide a few hours of free mental health counseling in addition to virtual consulting, if they’re not part of your Employee Assistance Programs (EAPs)
  • Normalise taking time off not just for vacation but also for mental health and to care for family
  • Offer stipends for exclusive in-office perks like childcare and gyms
  • Encourage managers to make video optional during some meetings and reduce the number of mandatory calls per week

A doctor looking down at a screen in front of her during a telehealth consultation
Make sure you build a health benefits scheme that's beneficial to hybrid workers

5. Make sure you know the legal requirements for hybrid work

Ask your legal counsel or HR department about all local and national laws you should comply with in relation to hybrid work. Explain how you’ll fulfill legal requirements in your flexible work policy.

Here are some questions to get you started:

  • Where is your business legally allowed to operate? This might affect the locations from which employees can work remotely.
  • Do you need to reimburse employees for home office equipment? In states like California, laws require employers to reimburse employees for office equipment like computers, laptops, and desks. 
  • Do you need to reimburse employees for office travel? While daily commutes are generally not reimbursable, for employees who work primarily from home, you might need to reimburse office travel.
  • Do you need to pay overtime? Federal US laws require employers to pay overtime if employees work for more than 40 hours in a week, or in some states, more than 8 hours a day. If such laws apply in your country or state, you’ll need to define how you'll track time and whether employees require manager approval to work extra hours.

6. Implement the right tech to uphold your new policy

The success of your hybrid work policy depends on the tools you use. Hybrid work software like Officely makes desk booking simple – and gives your employees and admin staff visibility into office attendance, making it easier to manage hybrid schedules and resources effectively.

With Officely, employees can easily reserve desks, see who’s in the office, and plan their workdays for better collaboration or focused work, all directly within Slack or Microsoft Teams. 

Other tools you should consider include: 

  • Project management platforms like Asana or ClickUp
  • Video conferencing software like Zoom, MS Teams, or Google Meet
  • Knowledge sharing platforms like Confluence or Notion

For more ideas, check out our article on the best productivity tools for hybrid work.

7. Set up information security measures for hybrid work

In your office, you're in control of all security measures like firewalls, virtual private networks (VPNs), on-premise servers, data centres, antivirus software, and authorised company equipment. And, while you can replicate most of these measures in a remote setting, your employees might need extra guidance to comply with data security measures.

When drafting your hybrid workplace policy, outline best practices for employees to keep your data safe, like:

  • Set strong passwords and update them regularly
  • Install security and software updates on a regular basis
  • Avoid downloading suspicious, illegal, or unauthorised software
  • Block suspicious websites and report any phishing attempts
  • Use only work devices for work, and not their personal computers or smartphones
  • Report any loss of equipment or information immediately
  • Use a VPN as needed

8. Create clear communication guidelines

Clear guidelines help eliminate communication silos. For hybrid teams, defaulting to remote-first online communication works best because it's equally accessible to in-office and remote employees.


A person using Slack on a laptop to communicate with their team
Setting up clear communication requirements and channels is essential for the success of your hybrid policy

In your hybrid workplace policy, mention:

  • Channels or tools for meetings, quick messages, updates, stand-ups, announcements, and reports
  • Expected response time for internal emails, client emails, and Slack messages
  • Internal knowledge base tools for looking up company-related information, processes, and policies
  • Who to get in touch with for common issues

9. Track employee performance

In a traditional work environment, time spent in the office was often used as one of the measures of performance and engagement, although we could probably all agree that it's a horribly inaccurate one. In a hybrid workplace, the need for setting clear key performance indicators (KPIs) is even more obvious.

Define what success looks like for different roles. For instance, “Success as a sales manager means contacting X leads per month, a X% of closed deals, and $XX in revenue.”

You can also set goals for employee attendance specially for roles that benefit from in-person collaboration, and use dedicated software like Officely to measure that.

10. Foster equity between employees working from home or in the office

Proximity bias is one of the most common challenges of hybrid work, or the tendency to favour in-office employees. Team members working from home might miss out on important work-related talks and decisions if they happen in ad hoc meetings or in the hallway.

To provide equal opportunities to all employees, irrespective of the specific hybrid or remote work arrangement they opt for, you might decide to:

  • Measure speed of promotion by employees’ work preference to avoid bias
  • Announce new work opportunities and challenges using online channels like Slack or email instead of in-person meetings
  • Hold virtual ask-me-anything sessions with leadership where employees can voice concerns and ask questions
  • Run anonymous employee surveys to gauge employee sentiments
  • Make hybrid meetings the norm, so all employees can participate regardless of their location

The benefits of hybrid work

Hybrid work is a smart way to balance flexibility with productivity. Here’s how embracing a hybrid model can benefit your team and your business.

Improved work-life balance

By giving employees the freedom to split their time between home and the office, you help them to better manage their personal responsibilities and commitments while staying productive. 

Additionally, you enable them to design their own work environment based on their preferences and needs – and still share time with others in the office whenever they need to work together on specific projects. 

This balance can lead to happier, healthier, and more engaged team members.

Better collaboration and focus

Hybrid work allows employees to work together in person when it matters most and focus on deep work at home or in dedicated office areas without distractions. Finding the right balance between collaboration and individual work will depend on each person and role, but giving the possibility to switch between the two will help improve teamwork and individual productivity.

Cost savings for everyone

Hybrid work enables businesses to downsize office space strategically and therefore reduce its associated costs (rent, utilities, and equipment), while employees save time and money on commuting and office lunches. 

Plus, it can also help reduce the environmental impact of your company.

Steps to implement a hybrid work policy

Now that you have a policy template at your disposal and know what benefits hybrid work can offer, let’s see exactly how you can shift to this model, step by step. 

1. Assess your company's needs

Before switching to hybrid work and flexible work hours, take the time to assess your company's needs and challenges. 

Consider factors like job roles, team dynamics, and client expectations. Identify potential roadblocks and develop strategies to address them.

2. Draft the policy

Once you have a clear understanding of your company's needs, it's time to draft your hybrid policy. You can use the template above as your starting point and refine it as necessary. 

Involve HR, managers, and employees in the policy development process and make sure it aligns with both the company’s needs and your team’s preferences. 

Make sure the policy is comprehensive and easy to understand. Clearly define eligibility criteria, expectations, and guidelines for remote and hybrid work. Address issues like scheduling, time tracking, and performance evaluation.

3. Share the policy with employees

Once the policy is ready, share it with everyone. Be transparent and address any concerns or questions others may have. Provide training and resources to ensure that employees can navigate the hybrid work environment easily. 

Regularly review and update the policy based on feedback and your team’s needs.

Overcoming challenges in hybrid work arrangements

Now, let’s look into some of the problems you might face and see how you can tackle them. 

Maintaining team cohesion

One of the biggest challenges of hybrid work is maintaining team cohesion and collaboration and reducing silos. 

Encourage regular team meetings, both in-person and virtually, to build strong relationships. Use collaboration tools to simplify knowledge sharing and manage projects efficiently. 

Ensuring accountability and productivity

Remote and hybrid work may bring up concerns about accountability and productivity – but empowering employees to take ownership of their work usually yields much better results than micromanaging them.

Define clear expectations, goals, and KPIs for each role, along with metrics to measure performance. Give regular feedback and celebrate wins to keep employees motivated and engaged, and ensure they know what to do whenever they face challenges that might impact their work. 

Addressing technical issues

Not all remote or hybrid employees will be sufficiently tech-savvy to tackle all technical issues on their own, so ensure that employees have access to IT support when needed. 

To maintain airtight security for your data and systems, you might also consider setting up regular maintenance checks for all company-provided equipment. Encourage employees to use secure internet connections and back up their work regularly.

Boost your hybrid success with help from Officely 

Hybrid work policies help you build a work environment that's centred around your employees' well-being and work-life balance, which will help you improve productivity and attract top talent.

To implement this successfully, you need the right hybrid work policy template, which you can find above, along with the right software tools. Here's a sample tech stack to get you started:

  • Communication platforms such as Slack, Google Meet, or MS Teams
  • Productivity and project management apps such as Asana, ClickUp, or Monday.com
  • Desk booking software such as Officely

Officely simplifies hybrid work and makes it easier for employees to reserve desks and know the best days to go into the office. Book a free demo to see how easy it can be to build a strong flexible work policy with the right software at hand – and check out Officely’s Complete Guide to Office Management in Flexible Workplaces for more ideas on how to make hybrid work work for everyone. 

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How to Ask for A Hybrid Work Schedule: 5 Steps to Success

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Why Should Your Company Offer a Hybrid Work Schedule

Before we jump into the steps to asking for a hybrid work schedule, let's look at some of the advantages to both businesses and employees.

You can use this section to refer to when building out your proposal!

How Hybrid Work Benefits Businesses

Offering a hybrid work schedule isn’t only beneficial to employees – businesses will also benefit.

When employees aren’t commuting and have more flexibility to manage personal responsibilities, it positively impacts productivity.

Think about it, if you know you can work around personal commitments, it decreases stress and increases job satisfaction and work culture. 

Over 60% of employees say they would leave a business because of work culture, even if it means lesser pay. Prioritizing a positive work culture will reduce employee turnover rates at your business.

Hybrid work can also result in cost savings for businesses by reducing overhead costs associated with maintaining a physical office space. 

We’ve seen first-hand how businesses have rented out their office space, downsized due to lower attendance, and adapted their workspaces to cater better to hybrid work. 

One of the biggest reasons for a business to adopt a hybrid work schedule, is that not doing so will heavily affect your recruitment opportunities. 

So many businesses offer some sort of hybrid work schedule, that it’s become an expectation of prospective employees. If you refuse to offer any sort of flexibility, the likelihood is you’re no longer competitive.

💡 Of course, this does depend on your industry; those in hospitality will have less opportunity to work from home than those in a tech company. 

However, staying competitive in the job market should be a huge pull for any business that can offer hybrid work but chooses not to. 

How Hybrid Work Benefits Employees

For employees, the benefits of hybrid work are more obvious.

For most, the pull of hybrid work will be increased flexibility and autonomy, allowing employees to have a better work-life balance.

For one, you can avoid long commutes and have more control over your work schedule, reducing stress and improving mental well-being. 

Secondly, it also positively impacts your personal and family commitments; any caregiving responsibilities, appointments, or even post-work activities.

When you have a great balance between your work and personal life, overall job satisfaction is bound to improve.

As an employee, job satisfaction is so much more than just turning up to work with a smile on your face. It’s the key to productivity, engagement, and loyalty. 

As mentioned previously, while the first-hand benefits appear to be for employees, it trickles down to benefit the business too. 

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How to Ask for A Hybrid Work Schedule: 5 Steps to Success

Hybrid Workplace Wellbeing: How to Nurture a Supportive Hybrid Work Environment

Learn how to build a better hybrid work environment for your team and boost employee productivity and engagement.

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5 Steps to Ask for a Hybrid Work Schedule

Anybody deciding to advocate for themselves in the workplace should be proud. It's not easy, but the best way to face these conversations head on, is with preparation and a positive attitude.

Get your paper and pen ready, and follow these steps to give you the biggest chance of success in negotiating for a hybrid work schedule.

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Hybrid Workplace Wellbeing: How to Nurture a Supportive Hybrid Work Environment

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Step #1: Assess Your Current Situation

The first step in asking for a hybrid work schedule is to assess your current situation. 

Take some time to reflect on your current work schedule and evaluate your needs and preferences. 

You’ll need to consider factors such as your job responsibilities, personal commitments, and work-life balance goals. The key factor to determine is whether a hybrid work schedule is feasible with your current job role.

If you’re requesting this personally, rather than on behalf of a team or even a whole company, you need to find out if there are existing examples of employees who have successfully negotiated a hybrid work schedule.

Additionally, identify any potential challenges or concerns that may arise in requesting a hybrid work schedule, such as potential impacts on team dynamics or job responsibilities. 

Anticipating the pushback will help you to prepare yourself for the conversation, whichever direction it goes in.

The best way to effectively advocate for a hybrid work schedule that aligns with your needs and the company's policies.

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How to Ask for A Hybrid Work Schedule: 5 Steps to Success

Hybrid Workplace Wellbeing: How to Nurture a Supportive Hybrid Work Environment

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Step #2: Research and Prepare

Once you have assessed your current situation, the next step is to research and prepare. 

Familiarize yourself with your company's policies and procedures regarding flexible work arrangements. Find out if there are there any existing guidelines or protocols that you need to follow.

It will also help to gather information on any relevant laws or regulations related to hybrid work schedules in your region, as this can provide you with a solid understanding of your rights and legal framework.

For example, in the UK the Government has made requesting flexible work a right from day one. Where previously an employee had to have been at the company for six months, they’re now able to ask from the get-go for flexible work arrangements.

While it’s at the business’ discretion to grant these arrangements, they’ll need to thoroughly explain and demonstrate why it is not a possibility, if they refuse.

It’s also in your interest to develop a persuasive case as to why a hybrid work schedule would benefit both you and the company

Highlight how it can positively impact your work-life balance, productivity, and overall job satisfaction, while also addressing any potential concerns or challenges.

Being well-informed and prepared will enhance your chances of success.

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Hybrid Workplace Wellbeing: How to Nurture a Supportive Hybrid Work Environment

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Step #3: Plan Your Approach

When asking for a hybrid work schedule, it's crucial to determine the best timing and method for making your request. 

Consider whether an in-person conversation, email, or a formal meeting would be the most appropriate approach. Your knowledge of your company’s culture can help you to determine this.

Using steps one and two, craft a clear and concise proposal for a hybrid work schedule, including specific details such as the days and hours you propose to work remotely.

Highlight how this arrangement aligns with your job responsibilities and emphasize how it will not negatively impact your performance.

If possible, it will really strengthen your case to use data or examples to support how a hybrid work schedule will contribute to your success and the company's goals.

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Hybrid Workplace Wellbeing: How to Nurture a Supportive Hybrid Work Environment

Learn how to build a better hybrid work environment for your team and boost employee productivity and engagement.

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Step #4: Follow-Up and Negotiate

You’ve done it! You’ve approached those concerned and they’re now considering your request.

Now you need to be prepared to follow up and engage in negotiations with your employer. 

Stay open to feedback and be willing to find common ground. If needed, provide additional information or data to support your proposal, demonstrating the value of a hybrid work schedule. 

Don’t forget to be proactive in following up on the status of your request and maintaining open communication with your employer. Show your flexibility and willingness to work collaboratively to find a win-win solution.

Remember, negotiation is a two-way street, so prepare to discuss and find a mutually beneficial arrangement. 

Persistence, professionalism, and flexibility can go a long way in achieving a positive outcome for your hybrid work schedule request.

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Hybrid Workplace Wellbeing: How to Nurture a Supportive Hybrid Work Environment

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Step #5: Be Prepared for Different Outcomes

Even if you follow all of these steps to a tee, it's important to acknowledge that not all employers may be open to or able to accommodate a hybrid work schedule. 

Be prepared for different outcomes, including the possibility of your request being denied. 

However, don't let that deter you. 

Have a backup plan in mind, such as proposing a trial period or exploring other flexible work options that could still meet your needs. 

You can also pre-empt pushback by addressing how you'd conduct your day-to-day in advance, such as hybrid meetings or events.

You should also remain professional, positive, and respectful in your interactions with your employer, regardless of the outcome. 

Even if you decide to explore alternative opportunities, bear in mind that maintaining a good relationship with your employer is crucial for your current and future career prospects. 

It's all part of the process, and your perseverance and professionalism will speak volumes about your attitude and commitment.

The Only Way to Secure a Hybrid Work Schedule is to Ask

To increase your chances of success, asking for a hybrid work schedule requires careful planning and effective communication.

However, with thoughtful preparation and proactive communication, there’s no reason you should avoid requesting a hybrid work schedule.

As the saying goes; if you don’t ask, you’ll never know.

It’s up to you to use your powers of deduction to understand the likelihood of your request being granted.

At Officely, we’re huge supporters of advocating for a work arrangement that aligns with your needs and goals. 

Find out how we help hybrid businesses around the world create the best workspace for their employees. 

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Alice Dodd

Alice Dodd

Alice is Officely's content manager. When not spreading the word of Officely and hybrid work, you can find her feeding family, friends and strangers with her latest baking experiment.

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