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. 
IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access the Scheduling Module. 

Video 



Directions

1. Click on Personnel>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

    • Managing Time Off Requests

      Purpose In this article, we will learn how to: Select the proper permissions for managing Time Off Requests. How to approve or deny Time Off requests. IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access ...

    • Placing Individuals on Leave from the Shift Board

      Purpose To explain how to place individuals on leave from the shift board. IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access the Scheduling Module. Video ...

    • Managing Shift Trades

      Purpose In this article, we will learn how to: Select the proper permissions for managing Shift Trade requests. How to approve/deny Shift Trades. IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the ...

    • 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. IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access the Scheduling Module. Video Sending Reminders Navigate ...