Purpose Statement
Time Off Trading allows users to exchange an approved time off request with another individual's approved time off. This provides flexibility when a user no longer wants their originally approved dates and would prefer time off currently assigned to another individual.
Background Information
Time Off Trading is managed from Scheduling → Time Off → My Time Off.
A trade begins with an existing approved time off request. The requesting user selects another individual and chooses one of that individual's available time off dates to propose an exchange. The receiving individual can then review the request and approve or deny it.
Required Permissions
Based on the Scheduling permissions available for this workflow:
- Access Time Off — Allows the user to access Time Off.
Video
Step-by-Step Guide
Request a Time Off Trade
Navigate to My Time Off
- Click the First Due logo.
- Navigate to Scheduling → Time Off
- Click My Time Off
Locate the Approved Time Off
- Find the approved time off request you want to trade.
- Click the three vertical dots associated with the request.
- Select the Trade icon.
Select an Individual
- Choose the individual with whom you want to trade time off.
- Review the available time off dates associated with that individual.
- Select the time off date you would like to receive in the trade.
- Enter any applicable notes for the request.
- Review the trade information.
- Click Send to submit the trade request.
Managing a Time Off Trade Request
Navigate to My Time Off
- Click the First Due logo.
- Navigate to Scheduling → Time Off.
- Click My Time Off.
- Locate the incoming trade request.
Review the Trade
- Click the eye icon to view information associated with the trade request.
Approve or Deny the Trade
- Click the three vertical dots for the request.
- From the available actions, select:
- Approve (checkmark) to accept the trade.
- Deny (X) to reject the trade.
Complete the Action
- Enter any applicable notes.
- Click Accept to complete the selected action.
- The system will update the trade request accordingly.
Best Practices
- Review both time off dates carefully before submitting or approving a trade.
- Use the notes field to provide relevant information about the requested exchange.
- Review the complete trade details before selecting Approve or Deny.
- Verify that you are trading the intended approved time off request before submitting the request.
Troubleshooting & FAQs
Q: Why can't I find the time off request I want to trade?
A: Verify that you are viewing Scheduling → Time Off → My Time Off and that the time off request has been approved.
Q: How can I review the details of an incoming trade request?
A: Locate the trade request under My Time Off and click the eye icon to view its information.
Q: Can I add information to a trade request?
A: Yes. Notes can be entered when submitting a trade request and when approving or denying a request.
Q: How do I approve an incoming time off trade?
A: Open My Time Off, locate the trade request, click the three vertical dots, and select Approve. Enter any applicable notes and click Accept.
Q: How do I reject a time off trade?
A: Locate the request under My Time Off, click the three vertical dots, and select Deny. Enter any applicable notes and click Accept.