Process individual requests

When you just need to process a few requests, you can process them individually.

When you deny a request or reject a withdrawal, you can still view the request on the Employee Request page. You can no longer edit the request or change the status.

Other processing options

  • If you want to process a group of requests displayed on the Employee Requests page, you can.

  • If you want to process or approve all requests in a filter, the following options are available:

Procedure 

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

  2. For a specific request, click the relevant icon from the Actions column:

    • Approve: Approves the specific request. The schedule information is updated for forecasting and scheduling purposes. If alerts are configured, they are sent accordingly.

      Before approving overlapping time off requests, make sure that the employee understands that once the overlapping time off requests are approved, they cannot withdraw them.

      You can approve overlapping time off requests to maximize the duration of time off for all employees. However, overlapping time off requests cannot be withdrawn once approved.

      This behavior is the same for group and auto-processing as well.

    • Tentatively Approve: Displays the status Pending to the employees who submitted them. The status is Tentative to you until you either confirm the request or publish the schedule.

      Time-off requests that are tentatively approved do change the schedule.

      If a schedule is published with tentative approvals, the approvals change from tentative to approved. Shift swap requests stay marked invalid.

    • Withdraw: Removes the request from consideration.

    • Deny: Removes the request from consideration.

      When you select Withdraw or Deny for a request, you can add a comment, click Continue, and the request status changes accordingly. You can still view the request on the Employee Requests page (and view request details). However, you can no longer change the status or details of the request (including selecting Approve, Tentatively Approve, or Edit).

      The denied request is put on a waitlist under the following circumstances:

      • Enable waitlists is selected

      • You deny a time-off request and another employee withdraws an approved time-off request

    • Edit: Allows you to change the details of the request. Once edited, you can add comments about your updates in the Add Comment box and click Save.

      The schedule information is updated:

      • In the Employee Roster (for a manager)

      • On the Calendar page

      • On the My Schedule page (for employees)

  3. To view details about a specific request, click the View Detail icon.

Process a group of requests

Process all VTO options requests

Approve all time-off choices without violations

Approve all shift bid requests without violations

View details of a request