Setting Up Trade Disclaimers

Setting Up Trade Disclaimers

Purpose

  1. To explain how to set up Trade Disclaimers.
  2. The trade disclaimers allow users to acknowledge and accept the terms of a trade. Trade disclaimers are completely adjustable, giving you the ability to tailor them to your department. 


Video 



Directions

1. Click on Scheduling > Setup.





2. Click on Time Off Settings.


Click on Time Off Settings.



3. Click on Trade Settings.


Click on Trade Settings.



4. Turn on the Trade Disclaimer.


Turn on the Trade Disclaimer.



5. Click on Edit Disclaimer.


Click on Edit Disclaimer.



6. Type in the disclaimer that you want users to agree upon regarding trades. Click Save when done.


Type in the disclaimer that you want users to agree upon regarding trades. Click Save when done.



7. You can then determine when users will see the disclaimer. 
  • At the time of submission will require the user to agree upon the disclaimer when they click Submit Request.
  • At the time of acceptance will require the accepting user to agree upon the disclaimer when they go to accept the request. 


You can then determine when users will see the disclaimer.



8. Click on Save.
Click on Save.



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