Purpose Statement

Approving Time Off Trade Requests allows authorized users to review, approve, or deny requests to exchange approved time off between personnel. Reviewers can examine the details of the proposed trade and view each individual's time off balance before making a decision.

Background Information

Time off trade requests submitted by personnel are available for review within Scheduling → Time Off → Review.

From the Review page, authorized users can inspect the details of a trade request, including the individuals involved and their balances at the time of the requested trade. The reviewer can then approve or deny the request and include notes with the decision.

Required Permissions

The following permissions are applicable to this workflow:

• Access Time Off — Allows the user to access Time Off.

Video

Step-by-Step Guide

Review a Time Off Trade Request

Navigate to Time Off

• Click the First Due logo.
• Navigate to Scheduling → Time Off.

• Select Review.

Locate the Trade Request

• Find the time off trade request you want to review.
• Click the eye icon to view the details associated with the request.

Review the Trade Details

• Review the information associated with the time off trade request.
• Review the displayed balances for the individuals involved at the time of the request.

Approve a Time Off Trade Request

Select Approve

• After reviewing the request, click Approve.

• Enter any applicable notes.
• Click Approve again to confirm the decision.

• The system will process the approved trade request.

Deny a Time Off Trade Request

Select Deny

• Click Deny for the applicable trade request.

• Enter any applicable notes.
• Click Deny again to confirm the decision.

• The system will process the denied trade request.

Best Practices

• Review all trade details before approving or denying a request.
• Check the displayed time off balances for both individuals before making a decision.
• Use the notes field to document relevant information associated with the approval or denial.
• Confirm that you are taking action on the intended trade request before completing the decision.

Troubleshooting & FAQs

Q: Where can I find time off trade requests that require review?
A: Navigate to Scheduling → Time Off → Review.

Q: How can I see more information about a time off trade request?
A: Click the eye icon associated with the request to view its details.

Q: Can I see the users' balances before approving a trade?
A: Yes. The trade request details display the balances of the individuals at the time of the time off trade request.

Q: How do I approve a time off trade request?
A: Open the request from the Review page, review the details, click Approve, enter any applicable notes, and click Approve again.

Q: How do I deny a time off trade request?
A: Select Deny, enter any applicable notes, and click Deny again to confirm the decision.

Q: Why am I unable to approve a time off trade request?
A: Verify that your role has the appropriate Time Off access and the Routing trade approval permission.