The Employee Requests screen allows you edit an employee's schedule On this screen, you can view and manage employees’ requests for time off and check employees' availability. Changes to shifts can also be made here. This ensures that employees are working hours that are possible and that they are getting paid the right amount for time off. There can be conflicts with the request if a manager does not change the status in time. If there is a conflict then it stays as a pending request.
This screen has a few default settings which include:
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- Time Off Requests
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- All
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, availability, and shifts. The screen opens to the Time Off Requests view by default. Although each view displays different information, all views show the status of each request.
The Employee Requests screen offers three views:
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Note: A pending request remains in that status until it is approved, denied, or cancelled. |
Tasks performed from this screen:
- Filtering employees
- Adding a time off request
- Editing a time off request
- Importing files with multiple requests
- Responding to an availability request
- Responding to a shift request
| Note |
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Caution: Changes or cancellations can not cannot be made after the pay period is closed. If the an employee's accrual balance is negative, then a warning will be displayed. A manager can look at message appears. Managers can view a past request, but the data is read-only. |
Accessing the Employee Requests screen
Do one of the following:
- In the toolbar, click the Main Menu icon (
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).- From the drop-down list under the Time & Attendance section, select Employee Requests.
The Employee Requests screen
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- appears in a separate tab.
Or
- On the home screen, click Daily Operations.
- Click the Employee Request icon (
).
The Employee Requests screen appears in a separate tab.
Fields and controls on the Employee Requests screen
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| # | Fields | Descriptions | Notes |
| 1 | Request Type | Select |
the view for the Employee Requests screen. Options include:
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Default: Time Off Requests. Availability Requests/Logs and Shift Requests appear only |
if an employee |
has submitted a request |
through the Mobile App. | ||
| 2 | Request Status | Select |
the request status to display:
| Default: All. | ||
| 3 | On or After | Displays requests from a specific date and any requests after that date. To change the date, either type a date in the field or select a date from the calendar menu. | Default: current date. |
| 4 |
| Filters by division, department, or job. |
| 5 |
Search | Search for |
| employees by name or |
| employee ID. | |||
| 6 |
Print/Export | Opens a menu to perform the following task:
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| 7 | Time Off Requests Table | The columns that appear in the table depend on which type of requests you are viewing. For field descriptions of these tables, see the following pages: | |
| 8 | Employee Request Buttons |
| The Edit Request button is available only if an employee request is selected in the table. |
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