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    Trade Request Details
    • 01 Oct 2024
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    Contents

    Trade Request Details

    • Updated on 01 Oct 2024
    • 1 Minute to read
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    Article summary

    Each trade request will have a preview of the request details, including the names of both employees, the location, shift details, and the date the request was made. Here, users can approve or deny the request.

    Navigation

    Trade requests are opened from the Trade list on the Schedule Requests page.

    1. Navigate to the Schedule Requests page.

    2. Select the Trade button   at the bottom of the page.

    3. Select the desired trade request. The Trade Request Details screen will open.  

    Trade Request Details Buttons and Fields

    Field

    Description

    1

    Employee Name

    Name of the employee wanting to trade shifts.

    2

    Hours

    Scheduled hours for the employee if the trade is approved. Next to this amount, an additional number will appear to show the amount of hours that their total hours will be changed by, as well as an arrow to indicate the direction of change. This amount will be colored based on the amount of total hours that they already have scheduled:

    • Black - The total hours are not approaching overtime.

    • Orange - The total hours are approaching overtime (between 35-40 hours).

    • Red - The total hours include overtime (over 40 hours).

    3

    Shift Details

    Job code, date, and times of the shift that is being traded.

    4

    Shift Notes

    Scheduling notes for the shift.

    5

    Submit Date

    Date that the shift trade was submitted.

    6

    Deny

    Denies the trade.

    7

    Approve

    Approves the trade.

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