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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, select 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. - Respond to an request by doing one of the following:
- Click an employee name.
- Click Edit Request.
A dialog box appears. The name of the dialog box depends on the type of shift request to which that you are responding to.
- Double click an employee name.
A dialog box appears. The name of the dialog box depends on the type of shift request to which request that you are responding to.
- Complete the fields as necessary.
The fields in the dialog box depend on the type of shift request to which request that you are responding to. - Click OK.
The dialog box closes and the schedule for the employee is immediately updated.
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Fields | Descriptions | Notes |
Employee Section | ||
Name | Found in all dialog boxes | READ-ONLY |
Entered on | Date of which the request was submitted. | READ-ONLY |
Comments | Comments by the employee. | READ-ONLY |
Shift Swap Details Section | ||
Conflicts | Conflicts with the request. | READ-ONLY |
Cost of Swap | Gain or lose pay per hour based on the shift. | READ-ONLY |
Shift Details Section | ||
Starts | Date and time of when the shift starts. | READ-ONLY |
Ends | Date and time of when the shift ends. | READ-ONLY |
Duration | The length of the shift. | READ-ONLY |
Job | Name of job. | READ-ONLY |
Assignment | If applicable, displays the assignment. | READ-ONLY |
Scheduled | If applicable, displays the current number of hours that an employee has scheduled. | READ-ONLY |
Schedule after Drop | If applicable, displays the number of hours that an employee has scheduled after they drop a shift. | READ-ONLY |
After Assumption | If applicable, displays the number of hours that an employee is scheduled for after picking up a shift or swapping a shift. | READ-ONLY |
Request Status Section | ||
Status | Select the status to one of the following:
| |
Send Email notification to employee | Sends an email to the employee. | |
Email Sent | States if the email was sent to the employee. | READ-ONLY |
Changed by | Name of the manager that changed the request. | READ-ONLY |
Changed on | Date in which the request was changed on. | READ-ONLY |
Email Sent On | Date in which the email notification was sent. | READ-ONLY |
Comments | Make comments to the employee. | |
Select Employee For Give Away Shift Section | ||
Select Column | Select the check box next to the name of an employee. | Only available on the Give Away Request dialog box. |
Employee Name Column | Name of employee. | Only available on the Give Away Request dialog box. |
Status Column | Status of request. | Only available on the Give Away Request dialog box. |
Buttons | ||
OK | If approved, schedules shift to employee. If pending or denied, then the employee is not scheduled for the shift. | |
Cancel | Cancels the availability request. |