When staff utilize the Time Off tool within the app, their requests will be reflected in the Time Off bucket on the dashboard, under the "Requests" box. This allows you to easily review and manage time off requests.
Follow these steps to review and manage time off requests:
* This is dependent on the permissions in location settings *
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Viewing Time Off Requests:
- Navigate to the Time Off Bucket on the dashboard, located in the "Requests" box.
- The requests will display the following information:
- Date of the requested time off
- Length of the requested time off
- User Name (who the request was made by)
- Type of time off (e.g., vacation, sick leave, etc.)
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Approving or Denying Requests:
- To the right of each request, you will see two options: Approve and Deny.
- Click the appropriate option based on whether you approve or deny the request.
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Viewing Detailed Request Information:
- Click into the individual time off request to view more detailed information. This will show you a list of:
- Time off granted- all time off requests that have been approved for that day.
- Time off denied- all time off requests that have been denied for that day.
- Time off pending- all time off requests that are pending for that day.
- This allows you to track how many requests a user has submitted and their approval status over a specific time period.
- Click into the individual time off request to view more detailed information. This will show you a list of:
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Finalizing Your Decision:
- After reviewing the request, select either the Approve or Deny option.
- If you choose to approve the request, the time off will immediately be reflected in the Schedule Staff View, indicating the user's time off.
- If you choose to Deny the request the user will receive a notification that this request has been denied.
By following these steps, you can efficiently manage time off requests and keep your scheduling process streamlined.