Create a shift request or a change request for an employee

When an employee cannot create their own request, you can create either a new shift Work period in WFM that has a definite length. request or a change request for an existing shift.

You can create and submit the following types of shift requests:

  • New shift request

  • Overtime (OT) request (regular shift marked as OT).

  • New shift request with an extension before a shift, after a shift, or during a gap.

  • Updated shift request for an existing shift - shorten or extend the length of the shift by:

    • Selecting a different shift

    • Adding extensions before a shift, after a shift, or during a gap

    • Changing the shift type or shift start time

Procedure 

  1. Go to Request Management. Under Employee Requests, select Employee Requests.

  2. Click Create New Request, and Shift Request & Change.

  3. Click Create New Request.

  4. From the Create New Request dialog box, select Shift Request & Change.

  5. Complete the fields on the Create New Request form.

  6. Click Save.

    The request appears on the Employee Requests page. You can manage it like any other request (such as selecting to approve or deny it).

Shift Request & Change form

Process individual requests

Process a group of requests