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Managing Time Off Requests

    Managing

  • Time Off Requests allows managers to review, approve, or deny employee requests so they are visible when building the schedule. Time off requests are intended to inform scheduling decisions, not automatically prevent employees from being scheduled.

    Approved time off appears on the schedule as a visual indicator, helping managers avoid conflicts while still allowing flexibility when adjustments are needed. Managers can also enter time off on behalf of employees.

     

    Where to View Time Off Requests

    for

    Managers Managementcan view and manage all employee time-off requests from the Time Off area in Ingage Scheduling.

    To access time-off requests:

    <INSERT PHOTO> - Include a circle of the time off on the toolbar, and a red circle notification

    • How

      Click Time Off in the top toolbar

    When you first open this screen, it will default to showing current and future time-off requests. This makes it easy to focus on requests that may impact upcoming schedules.

    If there are any requests waiting for review, a notification badge will appear next to Time Off in the toolbar, indicating that action is needed.

    From this area, managers can review request details, approve or deny requests, and track request status all in one place.

     

     

    Filtering, Sorting & Viewing Time Off Requests

    The Time Off screen includes tools to help you quickly find and review requests.

    <INSERT PHOTO> - Include call out boxes that point to sorting, filtering, and searching

    Sorting Requests

    You can sort the list by clicking on any column header, including:

    • Employee

    • Date

    • Status

    Click a column header again to reverse the sort order.

     

    Filtering Requests

    Filtering options are limited to high-level views:

    • ALL Current requests

    • ALL Past requests

    • Current Request status (Pending, Approved, or Denied)

    These filters help narrow the list to the most relevant requests for scheduling.

     

    Searching Requests

    You can also use the Search field to quickly find specific requests.
    Typing in the search box will filter the list to only show results that match what you entered, such as:

    • An employee’s name

    • A date

    Using sorting, filtering, and search together makes it easier to focus on the requests that need attention before building or adjusting the schedule.

     

     

    Approve or Deny a Time Off Request

    To approve or deny a time-off request, managers must first open the request offto review its details.

    There are two ways to open a request:

    • Double-click on the request in the list

    • How

      Select the request and click Review at the top of the screen

     

    <INSERT PHOTO> - of the pop-up, circling the status dropdown

    Opening the request will display a detailed view showing:

    • The employee name

    • The requested start and end dates

    • Whether the request is a full or partial day

    • The reason for the request

    • When the request was created

    To take action on the request:

    1. Use the Status dropdown to filterchange the request from Waiting for review to Approved or Denied

    2. How to

      (Optional) createEnter a message for the employee

    3. Click Save

    Once saved:

    • The request status updates immediately

    • The employee sees the updated status in their app

    • Approved time off requestappears on the schedule as a visual indicator

     

     

     

    Enter Time Off on Behalf of an Employee

    Managers can enter time off requests on behalf of an employee

when needed. This is helpful if an employee communicates their request verbally, is unable to submit it themselves, or if a manager needs to record time off for scheduling purposes.

To enter time off for an employee:

  1. Go to the Time Off section

  2. Click Create Request

  3. Select the Employee

  4. Choose the Start and End dates for the time off

  5. Indicate whether the request is a full day or partial day, if applicable

  6. Enter a reason for time off

  7. Set the Status to Approved or Waiting for review, depending on how you want it handled

  8. Click Save

Entering time off on behalf of employees ensures availability is accurately reflected when building schedules and helps avoid miscommunication.

 

 

 

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