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- Access the Time Off Request screen by doing one of the following:
- In the toolbar, click the Main Menu icon ( ).
- From the drop down list under the Time and Attendance section, click Employee Requests.
The Employee Requests screen appears in a separate tab.
- On the home screen, click Daily Operations.
- Click the Employee Request Icon (
The Employee Requests screen appears in a separate tab. ).
- From the Requests Type drop down list select Shift Requests.
The Shift Requests screen appears. - Get to the edit wizard for a request by doing one of the following:
- Click an employee name.
- Click Edit Request.
The dialog box that corresponds to the correct request appears.
- Double click an employee name.
The dialog box that corresponds to the correct request appears.
- Respond to a shift request by doing the following:
- Fill in the fields as necessary.
Conflicts will be shown if there is something wrong with the request. This limits your access to certain fields and radio buttons.
- Fill in the fields as necessary.
- Click OK.
The dialog box closes and the shift goes to the employee selected. The changes selected are now displayed on the screen.
Edit Give Away Shift Request dialog box
This table describes the fields and controls found in this dialog box.
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Displays any conflicts with the request and the net cost change if the swap is made.
Conflicts are shown in red and may restrict the ability to select certain portions within the panes.
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Displays the start and end dates, the duration of the shift, and the name of the job.
Other components to this field include:
- Assignment - Displays the assignment, if applicable.
- Scheduled - Displays the current number of hours that an employee has scheduled.
- Schedule after Drop - Displays the number of hours that an employee has scheduled after they drop a shift.
- After Assumption - Displays the number of hours that an employee will be scheduled for after picking up a shift or swapping a shift.
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Select the status and send an email notification to the employee. Date in which the email is sent is displayed.
Request can be changed later and the new information is displayed. Comments can be made to an employee about the request.
If the request is pending and does not get approved or denied before the time requested, then the request stays as pending.
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Edit First Come First Serve Request dialog box
This table describes the panes found in this dialog box.
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Displays any conflicts with the request and the net cost change if the swap is made.
If a conflict is shown then it will be displayed in red and may restrict the ability to select certain portions in fields.
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Displays the start and end dates, the duration of the shift, and the name of the job.
Other components to this field include:
- Assignment - Displays the assignment, if applicable.
- Scheduled - Displays the current number of hours that an employee has scheduled.
- Schedule after Drop - Displays the number of hours that an employee has scheduled after they drop a shift.
- After Assumption - Displays the number of hours that an employee will be scheduled for after picking up a shift or swapping a shift.
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Change the status of the request and select so that the employee can receive an email notification. Comments can be made to the employee about the request.
If the request is pending and does not get approved or denied before the time requested, then the request stays as pending.