Requests

The Requests tab opens a screen which displays the pending employee requests. Authorized users can handle (approve, deny, cancel) requests from this screen.

Selecting the Request Type

Select the type of request from the Select Request Type drop down menu. The fields that display on the requests screen are determined by the request type selected.

For information about each request type, see:

• Transaction

• Unavailability

• Trade

• Schedule Incentive

• Work

• Class Enrollment

Filtering the Requests List

A filter can be applied to limit the number of requests that are displayed on the screen.

In the Enter Filter Term field on the right side of the screen, enter filter criteria. This can be alphanumeric text, such as employee name information or status or date information.

The filter is automatically applied.

Actions

The following actions are available for handling employee requests:

Approve

Select Approve to approve an employee's request.

To approve one or more records, complete the following steps:

1. Select each request you want to approve.

2. Click Approve.

   Tip  

   For transaction requests, a Time Off informational message appears by default if other employees in the department or unit have overlapping time off.

   Click the link in the message to show a list of the employees.

   The status of the request is updated to Approved. In the schedule grid, the request is removed from the Requests tab and the request icon in the schedule grid updates to the appropriate calendar symbol.

Deny

Select Deny to inform employees that their requests are not allowed.

To deny one or more records, complete the following steps:

1. Select each request you want to deny.

2. Click Deny.

   The status of the request is updated to Denied. In screens that display an icon, the denied request is represented with .

Delete

Select Delete to remove one or more requests.

To delete one or more records, complete the following steps:

1. Select each transaction request you want to delete.

2. Click Delete.

3. In response to the verification message that appears, click Yes.

Set Pending

Select Set Pending Review to inform employees that their requests have been seen, but have not yet been handled.

To set the status of a record to Pending Review, complete the following steps:

1. Select each request you want to set to a Pending Review status.

2. Click Set Pending Review.

3. In response to the verification message that appears, click Yes.

   The status of the request is updated to Pending Review.