Managing Time Off and Trades From The Shift Board

Managing Time Off and Trades From The Shift Board

Purpose

  1. To explain how to manage time off and trades from the shift board. 

Video 



Directions

1. Click on Scheduling>Shift Board. 






2. In the Scheduling Deputy you can find approved Time Offs, as well as Time Off Requests that have been sent to you for approval. 


In the Scheduling Deputy you can find approved Time Offs, as well as Time Off Requests that have been sent to you for approval.



3. To approve a request, click the check mark. To deny a request, select the red x. 


To approve a request, click the check mark. To deny a request, select the red x.




4. In this example, we have selected the checkmark to approve this request. We now have the ability to add any notes. When done, click the Approve Button. 


In this example, we have selected the checkmark to approve this request. We now have the ability to add any notes. When done, click the Approve Button.



5. To approve Shift Trades from the Shift Board, scroll to the Trade section of the Scheduling Deputy. 


To approve Shift Trades from the Shift Board, scroll to the Trade section of the Scheduling Deputy.



6. To approve the trade, select the check mark. To deny the trade, select the red x. 


To approve the trade, select the check mark. To deny the trade, select the red x.

    • Related Articles

    • Placing Individuals on Leave from the Shift Board

      Purpose To explain how to place individuals on leave from the shift board. Video Directions 1. Click on Scheduling >Shift Board. 2. Drag the user that you are putting off to the time off section of the scheduling deputy. 3. You can also right click ...

    • Managing Shift Trades

      Purpose To explain how to manage shift trade requests as a supervisor. Video Directions 1. Click on Scheduling > Shift Trades. 2. Click on Review. 3. Here you can see any pending trade requests, as well as trades that you need to manage. 4. To ensure ...

    • Managing Time Off Requests

      Purpose To explain how to manage Time Off requests within the Time Off sub-module. You can Approve, Deny, Edit and Delete time off requests. You can also manage from a list or calendar view. Video Directions 1. Click on Scheduling > Time Off. 2. ...

    • Printing the Shift Board

      Purpose To explain how to print the Shift Board. Video Directions 1. Click on Scheduling> Shift Board. 2. Click on the Print Icon. 3. Choose the options that you want on the printout. You can: Filter down between Assignments or Boards. Include Time ...

    • Sending Shift Reminders

      Purpose To explain how to send shift reminders. Shift reminders can be sent when you've moved a individual to another assignment, allowing them a heads up of this move. Video Directions 1. Navigate to Scheduling > Shift Board. 2. Determine who you ...