Guide Scheduling Admins on how to manage time off requests and shift trades directly within the Shift Board.
Enables efficient approval, editing, and oversight of personnel scheduling changes to maintain operational coverage.
Time off requests include vacation, sick, or other leave types submitted by personnel.
Trades are shift exchanges between two qualified users, requiring administrative review and approval to ensure compliance with policies and maintain adequate staffing.
Common use cases include:
Reviewing pending time off requests for upcoming weeks
Editing existing approved time off entries due to policy updates
Approving or denying trades initiated by personnel
Managing last-minute leave and trade changes to maintain coverage
Access Scheduling – to enter the Scheduling module
Access Shift Board – to view assignments and requests
Approve/Deny Time Off – to manage time off requests
Edit Time Off – to modify approved time off entries
Edit/Delete Any Time Off – to override entries as needed
Scheduling – Trades – Admin Routing Approval – to review and approve trades
Time Off – View in Scheduling Deputy – to see time off integrated within scheduling views





Do:
Review time off and trades daily to maintain schedule integrity.
Verify personnel qualifications when approving trades to avoid compliance issues.
Document reasons for denied requests in the notes field for transparency.
Don’t:
Approve time off or trades without confirming minimum staffing requirements.
Delete time off entries without notifying personnel to avoid confusion.
Common Mistakes to Avoid:
Overlooking pending requests leading to unapproved absences
Editing time off without validating date accuracy
Why can’t I approve a time off request?
Check your permissions. You need Approve/Deny Time Off enabled in user roles.