The objective of this tutorial is to help you understand how to approve the worked hours of a shift against scheduled hours using inline shift approval feature.
Access from your: Computer
Applies to: Managers, Supervisors and Schedulers
Inline Shift Approval feature helps you approve the worked hours of a shift against scheduled hours for the past shifts by clicking on the past shifts using shift edit window.
Things to know before you begin:
- You must have a manager/admin, supervisor and scheduler access privileges to approve the shift with inline shift approval functionality.
- Schedulers can only approve the shifts of the employees according to the permission given for the positions.
- You can approve, un-approve or make changes to the shifts only in the past.
Inline Shift Approval
Step 1: Click ‘ShiftPlanning’ module as shown in Image 1.
Note: Select ‘Schedule Overview’ or ‘My Schedule’ from the left-hand side filter panel as shown in Image 2.
Step 2: Select the shift and click on it to open the shift edit window as shown in Image 3.
Step 3: Click ‘Approve it Now’ to approve the shift as shown in Image 4.
Note: The approved hours' can be pulled from the reports Confirmed Shifts & Hours Confirmed - Payroll.
Step 4: Edit the ‘Date’ or ‘Time’ before approving it if needed as shown in Image 5.
Note: You can remove the check in the box if you want to mark the shift as a non-working shift and it will highlight the date and time in red as shown in Image 6.
Step 5: Click ‘Back to Shift’ as shown in Image 7.
Step 6: Click ‘Save & Close’ as shown in Image 8.
If you have any further queries, please don't hesitate to reach us at firstname.lastname@example.org. Happy Scheduling!