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Requiring Manager Approval for Trades/Drops & Picking up Unassigned
Shifts
On the SETTINGS>Global Employee Permissions page the option to Allow Trades "With Manager Approval" gives you control as to whether or not
changes go into effect only after Manager approval.
If you have set Trades or Drop/Pickups to be "With Manager Approval"
You will receive a trade request only after both Employees have agreed to trade their shifts
If you approve the request the shifts are updated in the schedule and the
Employees are notified
If you reject the request the affected Employees receive notification that
it was denied, and requestor may want to repost the shift to the tradeboard
You will receive a drop/pickup request when an Employee wants to drop a shift after another employee agrees to pick it up
If you approve the request the shift is updated in the schedule and the
Employees are notified
If you reject the trade/drop the Employees receive notification that it was
denied
Dropping Shifts
Employees normally cannot drop a shift unless another Employee first agrees to
pick it up. (But you can let Employees unassign themselves from shifts on the
SETTINGS>Global Employee
Permissions page.)
Example: John wants to drop a shift. He
clicks on his shift and chooses to place it on the tradeboard as a "drop."
Jane sees his shift on the tradeboard and clicks on the shift and agrees to pick
up his shift. If you allow drops "At Will" the schedule would then reflect
Jane as the worker for that shift. If you allow drops only with "Manager
Approval" then the shift is removed from the tradeboard and a pending trade request
notification is sent to the Manager and is seen in the
"What's New" section of the Manager Home Page.
Some Managers periodically review
the
tradeboard and unassign or reassign shifts listed as drops.
Related Topics:
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WhenToWork.com Online Scheduling
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