Customizing Approval Process for Shift Release Humanity HelpDesk - Customizing Approval Process for Shift Release

Popular help topics: Scheduling, Setup, Time Clock, Leave Request

Customizing Approval Process for Shift Release


From your     Computer                                                                                        Applies to     Managers


Objective

The objective of this tutorial is to show you how you can customize the approval process for shift release.


Overview

Managers can also customize the approval process to make sure that they have an overview of every release request in order to assess each request properly before approving or rejecting it.


Things to know before you begin:

You must have a manager/admin access privileges in Humanity to customize the settings of the process for Shift Release according to your business requirements.


Customizing the Approval Process for Shift Release


Step 1: Click on the ‘Settings’ Module i.e. the gear icon at the top right as shown in Image 1.
 
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Image 1

Step 2: Click ‘ShiftPlanning’ tab from the left panel as shown in Image 2.
 
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Image 2

Step 3: Click ‘Advanced Settings’ tab from the top left corner as shown in Image 3.
 
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Image 3

Step 4: Enable ‘Manager must confirm shift trades and releases before requests are sent to other employees’ by checking the box under Shift Pickup, Trades and Approvals section as shown in Image 4.
 
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Image 4


Step 5: Enable ‘Manager must confirm shift trades and releases after another employee request to pick it up’ by checking the box under Shift Pickup, Trades and Approvals section as shown in Image 5.
 
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Image 5

Step 6: Click 'Save Settings' from top right or bottom left as shown in Image 6.
 
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Image 6

That's it, Notifications will vary according to the way settings are defined.

Notes:
  1. Managers will be able to view the potential cover and make the decision of selecting by accepting or rejecting.
  2. Managers cannot change the potential cover selected by the employee, however, there is an alternative way to change the employee if the manager wants to.
For more information about the alternative way to change the way and other troubleshoots of Shift Release, go to 'Troubleshooting for Shift Release.'

If you have any further queries, please don't hesitate to reach us at support@humanity.com. Happy Scheduling!