Managers can respond to when an employee sends in a shift request. This eliminates manual data re-entryrearrange employees schedules based on when they are scheduled for a shift. Once a request is responded to, the schedule for the employee is immediately updated.
To respond to a shift request:
- 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 select Employee Requests.
The Employee Requests screen appears in a separate tab.
Or
- On the home screen, click Daily Operations.
- Click the Employee Request Icon icon (
).
The Employee Requests screen appears in a separate tab.
- In the toolbar, click the Main Menu icon (
- From the Requests Type drop down list, select Shift Requests.
The Shift Requests screen appears. - Get to the edit wizard for a 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 that corresponds to the correct request appearsdepends on the type of shift request that you are responding to.
Or
- Double click an employee name.
A dialog box appears. The name of the dialog box that corresponds to the correct request appears.
- depends on the type of shift request that you are responding to.
- Complete 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 buttonsThe fields in the dialog box depend on the type of shift request that you are responding to. For more information, see Edit Shift Request dialog box. - Click OK.
The dialog box closes and the shift goes to schedule for the employee selected. The changes selected are now displayed on the screen.
...
- is immediately updated.
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This table describes the fields and controls found in this dialog box.for the Edit Shift Request dialog boxes. The name of the dialog box and the fields that you see depend on which type of shift request you are responding to.
| Fields | Descriptions | Notes |
| Employee | ||
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.
Displays the start and end dates, the duration of the shift, and the name of the job.
Other components to this field include:
| Section | ||||||||
| Name | Name of employee. |
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| Entered on | Date on which the request was submitted. |
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| Comments | Comments made by the employee. |
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| Shift Swap Details Section | ||||||||
| Conflicts | Conflicts with the request. |
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| Cost of Swap | Employee's rates of pay are compared to determine the dollar value variance of the swap request. |
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| Shift Details Section | ||||||||
| Starts | Date and time when the shift starts. |
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| Ends | Date and time when the shift ends. |
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| Duration | The length of the shift. |
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| Job | Name of job. |
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| Assignment | If applicable, displays the assignment. |
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| Scheduled | If applicable, displays the current number of hours that an employee has scheduled. |
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| Schedule after Drop | ||||||||
| If applicable, displays the number of hours that an employee has scheduled after they drop a shift. |
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| After Assumption | If applicable, displays the number of hours that an employee |
| is scheduled for after picking up a shift or swapping a shift. |
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| Request Status Section | |||||||
| Status | Select the status | ||||||
to |
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.
Edit First Come First Serve Request dialog box
This table describes the panes found in this dialog box.
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.
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.
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.one of the following:
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| Send Email notification to employee | Sends an email to the employee. | |||||||
| Email Sent | States if the email was sent to the employee. |
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| Changed by | Name of the manager that changed the request. |
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| Changed on | Date in which the request was changed on. |
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| Email Sent On | Date in which the email notification was sent. |
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| 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 shift request. | |||||||