Staff Requests
Submit time off or offer a shift for trade from the staff portal.
The Requests screen lets you ask for time away or hand off a shift you cannot work. Managers approve or deny in Workforce → Requests on the dashboard.
Time off
- Open Requests in the staff portal.
- Choose a type: PTO, sick, unpaid, or other.
- Set start and end date and time.
- Add optional notes for your manager.
- Submit.
Pending requests stay visible in your list until a manager approves or denies them. Approved time off shows on the manager schedule calendar. You also get an email when a request is reviewed if your profile has an email on file.
Plan ahead when you can. Last-minute requests may not leave enough time to find coverage.
Shift trades
If you cannot work a future published shift, you can offer it for trade:
- Open Requests.
- In the shift trade section, pick the shift from the list of your upcoming shifts.
- Add optional notes (for example preferred taker).
- Submit the offer.
Coworkers can accept an open trade offer from the same screen. When you accept, the request moves to Accepted and waits for a manager to approve before the schedule changes. You can see the status of open trades on the same page.
The staff portal does not let you cancel or withdraw a request after you submit it. Ask a manager to cancel it from Workforce → Requests if you need to take it back.
You can only offer shifts that have not started yet. Past shifts do not appear in the trade list.
Request statuses
| Status | Meaning |
|---|---|
| Pending | Waiting on manager or another employee |
| Accepted | A coworker accepted the trade; still waiting on manager approval |
| Approved | Request accepted; schedule updated |
| Denied | Manager declined |
| Cancelled | A manager withdrew the request |