Requests
Approve or deny time off and shift trade requests submitted by staff in the portal.
The Requests page is the manager inbox for workforce changes that need a yes or no before they affect the schedule.
Two request types are supported today:
- Time off (PTO, sick, unpaid, or other)
- Shift trades (one employee offers a scheduled shift for someone else to take)
Time off requests
Staff submit time off from the portal with a start time, end time, and type. Requests stay Pending until a manager acts. Staff with portal access and email also get notified when you approve or deny.
| Status | Meaning |
|---|---|
| Pending | Waiting for manager review |
| Approved | Absence shows on the schedule calendar |
| Denied | Staff see the denial; schedule unchanged |
| Cancelled | Withdrawn by staff or manager |
Approved time off appears on the schedule calendar so anyone viewing coverage sees the gap.
Review time off
- Open Workforce → Requests.
- Select the Time off tab.
- Open a pending row and choose Approve or Deny.
Shift trade requests
A shift trade starts when an employee offers a future published shift they cannot work. Another employee may accept the trade; a manager must still approve before the schedule reassigns.
| Status | Meaning |
|---|---|
| Pending | Offer posted, waiting for a taker or manager |
| Accepted | Another employee accepted; needs manager approval |
| Approved | Schedule updated |
| Denied | Trade rejected |
| Cancelled | Withdrawn |
Review shift trades
- Open Workforce → Requests.
- Select the Shift trades tab.
- Review the shift time, offering employee, and accepting employee (if any).
- Approve or deny.
Approving a shift trade changes who is scheduled for that shift. Confirm coverage and qualifications before you approve.
Permissions
| Action | Typical permission |
|---|---|
| View requests | workforce:view |
| Approve or deny | workforce:approve-requests |