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!