The objective of this tutorial is to show you how to reject shift trade request.
Access from your: Computer
Applies to: Managers, Supervisors, Schedulers, Employees
After you receive the notification of a shift trade, it will be your responsibility to reject shift trade request.
Things to know before you begin:
- Being a Manager/Supervisor, you will not receive email/SMS notification, if you have assigned a 'Scheduler' permission to that position from which employee is requesting shift trade.
- You all can view and manage shift trade requests by 'Managing Shift Trade' widget on the Dashboard Notification Panel as well as via email/SMS as per the defined settings under the settings module.
- Managers need to click on each individual request to see the details of each request.
- The Humanity conflict checker is also featured in the sidebar, letting managers know for which potential cover a conflict would be created if they were to assign the shift to that person. If no conflict is present, there will be a check mark next to that employee’s name.
Rejecting a Shift Trade Request
Step 1: Go to the 'Dashboard' Module, click 'Manage Shift Trades' widget from the dashboard widget panel as shown in Image 1.
Step 2: Click 'Would like to trade this shift' to review it and decide if you want to accept or reject it as shown in Image 2.
Step 3: Click 'Reject’ as shown in Image 3.
Note: Check the box next to employee’s name to select a specific person for rejecting.
That's it, the request will be rejected and rejection will be sent to all employee(s).
Step 4: Click ‘Reject Request’ as shown in Image 4 to confirm the rejection of the shift trade by adding the reason for rejection.
If you have any further queries, please don't hesitate to reach us at firstname.lastname@example.org. Happy Scheduling!