Submit Requests
A request is an Employee's preference to either work or not work a particular day or a shift.
Submitting Requests
To submit a request, first click on Request on the top right of your computer screen.
In the mobile app, you simply Tap on the Request tab at the bottom of the screen...
...and then follow the same steps below.
2. Then select the Request type
You can place 5 types of requests:
Day On: Available all day
Day Off: Unavailable all day (post night ok).
Time Off: Unavailable time slot
Shift On: Prefer a specific shift
Shift Off: Specific shift Undesired
Paid Time Off: Request Paid Time Off
3. Select your Request dates.
You can select a Single date, or Multiple Dates, or even select a range of dates.
4. Review your Requests dates.
Review your Request dates and select if the day off required is a "Must-have" or "Nice-to-have". Depending on your scheduler site's settings, "Must-have" will ensure you have the day off (i.e. you're on vacation all week) while "Nice-to-have" will ask the AI scheduling engine to consider not placing you on a shift for this day. A "Nice-to-have" does not guarantee that you will have this day off, but the system will try its best not to select you for this day. Finally, click on Submit for your request to be instantly saved and sent to your scheduler.
Note: If you toggle "Remember request dates", the system will remember the dates you selected for current request (i.e. Sept 01 and Sept 02) so that you can use them for another / new request. The new request will have the same dates pre-selected to save you time from selecting them again. Use this feature if you are trying to work different shift times or shifts on the same dates. Be careful to toggle this on or off as you may not want to use these dates for a new request (i.e. booking a new "Must have" vacation week that is different from the one your just submitted).
5. Your Requests will now be visible in your calendar.
To view your request history on the mobile app, just click "My History", beside the "+ Add Request" button:
If you are performing bulk requests, please verify all your requests on the calendar once you complete the operation.
Deleting Requests
To DELETE a request, simply click on the specific Request on the main calendar to delete the request.
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