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Make Schedule requests

Shift providers can request to swap shifts, request to be placed on or taken off a shift. There are 2 ways to perform each of these actions.

I. To request to be placed on the schedule.
        A. Use the shift request forms:
  •     Settings > Scheduler > Request time ON.
  •     Select the shift, start and end date.
  •     Optionally, you can add a brief note to be included with your request.
  •     Click save. The request is then sent to the Schedule admin and/or schedule managers, for approval.
        B. Directly edit the Schedule Calendar:    
  •      Select the month tab.
  •      Click on the date you would like to be placed on.
  •      A Dialog box pops up. (Moving your mouse over the buttons gives a brief description of their actions)
  •      Type your name into the text box- it should Auto-complete. Then click the first button - "Request time on".
  •      Accept the confirmation prompt. Note that you can not make a schedule request for someone else.
An email is also sent to your schedule admin and /or schedule managers for approval.

II. To request to be taken off the schedule.
        A. Use the shift request forms:
  •     Settings > Scheduler > Request time OFF.
  •     Select the shift, start and end date.
  •     Optionally, you can add a brief note to be included with your request.
  •     Click save. The request is then sent to the Schedule admin and/or schedule managers, for approval.
        B. Directly edit Calendar:    
  •      Go to the month tab.
  •      Click on the date that you would like to be taken off.
  •      A Dialog box pops up. (Moving your mouse over the buttons gives a brief description of their actions)
  •      Type your name into the text box- it should Auto-complete. Then click the second button - "Request time off".
  •      Accept the confirmation prompt.
An email is also sent to your schedule admin and /or schedule managers for approval.


III. Request a shift swap
        A. Use the shift request forms:
  •     Settings > Scheduler > Request shift swap.
  •     Select the your current shift and shift date. Then select the shift you would like and its date.
  •     Optionally, you can add a brief note to be included with your request.
  •     Click save. The request is then sent to the Schedule admin and/or schedule managers, for approval.
        B. Directly edit Calendar:    
  •      Go to the month tab.
  •      Click on the date that you are currently on. i.e the shift you need to swap
  •      A Dialog box pops up. (Moving your mouse over the buttons gives a brief description of their actions)
  •      Type your name into the text box- it should Auto-complete. Then click the third button - "Shift Swap".
  •      Select the shift you would like to swap with and its date, then save
  •      Accept the confirmation prompt  
  •      A record of your shift swap request will be posted on the Bulletin Board. An email is also sent to your schedule admin and to the Provider you're needing to swap shifts wit.

*This function is available to all Uses