Shift Requests screen

Enter or select a start date to view requests submitted on or after a certain date. To enter an end date, select the Use end date check box.

Turn on () to select multiple shifts on the screen.

Turning on this switch is necessary when canceling multiple shift requests. For more information, see Canceling multiple shift requests.

Choose the sort order in which cards appear on the screen. Options include:

• Soonest shift start time

• Requester's Name

• Seniority Date

• Request Type

• Date the request was entered

Expands a menu where you can select which types of requests appear on the screen.

Enter a name or employee ID number in the search field. The screen automatically updates as you type to display only requests entered by the employee(s) matching your entry.

Expand the request status categories to view shift requests that are:

• Pending

• Approved

• Canceled

• Denied

Each section contains cards that show a quick view of the request. Each card contains the following information:

• Type of request.

• Employee who initiated the request.

• Job for the affected shift.

• Date of the shift.

• Start and end times for the shift.

• Age of the request (in days).

Closes the details pane.

Displays information related to the shift:

• Employee who initiated the request.

• Date of the shift.

• Start and end times for the shift.

• Job for the shift.

Comments submitted by the employee when the request was created.

Displays how hours and costs are affected if the request is approved.

Rejects the request and closes the details pane.

Begins the process of approving the request. After selecting Approve, you have the option to:

• Drop and Make Shift Open.

• Drop and Create Urgent Pickup Request.

• Drop and Reassign Shift.

Name of the manager who approved or denied the shift request and the time stamp showing when the approval or denial occurred.

Closes the details pane.

Displays information related to both shifts:

• Employee who initiated the request.

• Date of the shift.

• Start and end times for the shift.

• Job for the shift.

Date and time when the request was created.

Date and time when the request was accepted.

Name of the manager who approved or denied the shift request and the time stamp showing when the approval or denial occurred.

Comments submitted by the employees when the request was created.

Displays how hours and costs are affected if the request is approved.

Alerts you to any hours or costs violations that will occur if the request is accepted.

Rejects the request and closes the details pane.

Accepts the request for both employees and updates their schedules.

Closes the details pane.

This tab displays information related to the shift:

• Employee who initiated the request.

• Date of the shift.

• Start and end times for the shift.

• Job for the shift.

• Date and time when the request was created.

• Seniority Date.

• Approved By: Name of the manager who approved or denied the shift request and the time stamp showing when the approval or denial occurred.

• A note from the employee.

• A note from the manager.

• Employees who accepted the request.

• Assigned: Name of the employee to whom the approved request's shift is assigned.

• Employees who have not responded.

• Employees who declined the request.

On this tab, you can:

• Sort the employee list by:

  • Seniority Date.

  • Accepted on Date.

• Expand an employee row to view:

  • Date and time when the request was accepted.

  • A note from the employee.

  • Seniority Date.

Rejects the request and closes the details pane.

Assigns the selected employee to the shift.

This tab displays information related to the shift:

• Employee who initiated the request.

• Date of the shift.

• Start and end times for the shift.

• Job for the shift.

On this tab, you can:

• Sort the employee list by:

  • Seniority Date.

  • Schedule Cost Adjustment.

  • Scheduled Hours Adjustment.

  • Number of Violations.

  • Hire Date.

• Expand an employee row to view:

  • A note from the employee.

  • Seniority Date.

  • Hours and Costs adjustments if approved.

  • Potential Violations.

• Assign an employee to the shift.

Rejects all requests to pick up the shift and closes the details pane.

Closes the details pane.

This tab displays information related to the shift:

• Employee who initiated the request.

• Date of the shift.

• Start and end times for the shift.

• Job for the shift.

• Date and time when the request was created.

• A note from the employee.

• Employees who have not responded.

• Employees who declined the request.

On this tab, you can:

• Sort the employee list by:

  • Seniority Date.

• Expand an employee row to view:

  • A note from the employee.

  • Seniority Date.

Rejects all requests to pick up the shift and closes the details pane.

Closes the details pane.

Displays the following information related to the request:

• Request type.

• Date of the shift.

• Start and end times for the shift.

• Job for the shift.

• Job rank.

• Date and time when the request was created.

• A note from the employee.

• Assigned: Name of the employee to whom the approved request's shift is assigned.

• Employees who have accepted the request.

• Employees who have not responded.

On this tab, you can:

• Sort the employee list by:

  • Seniority Date.

  • Accepted on Date.

  • Job Rank.

  • Schedule Cost Adjustment.

  • Scheduled Hours Adjustment.

  • Number of Violations.

  • Hire Date.

• Expand an employee row to view:

  • Date and time when the request was accepted.

  • A note from the employee.

  • Seniority Date.

  • Hours and Costs adjustments if approved.

  • Potential Violations.

• Assign () an employee to the shift.

• Deny () the request to pick up the shift.

Rejects all requests to pick up the shift and cancels the request.

Closes the details pane.

Displays the following information related to the request:

• Request type.

• Date of the shift.

• Start and end times for the shift.

• Job for the shift.

• Job rank.

• Number of Available Shifts.

Number of employees who submitted or accepted the request out of the total number of employees included in the grouped requests.

Sort the employee list by:

• Seniority Date.

• Accepted on Date.

• Job Rank.

Select the check box to select all employees.

Select the check box in the employee row to select the employee.

Expand the employee row to view:

• Date and time when the request was submitted or accepted.

• A note from the employee.

• Seniority Date.

• Hours and Costs adjustments if approved.

• Potential Violations.

• Approved By: Name of the manager who approved or canceled the shift request and the time stamp showing when the approval or cancellation occurred.

Accepts the request for selected employees and closes the details pane.

Denies the request for selected employees and closes the details pane.