Handling Trade/Offer Requests

Depending on the authorization role of the user, he/she may be able to approve or deny an employee's request for trade or offer.

1. After Searching for a Trade/Offer Request, all records that meet the search criteria are displayed.
2. Click the folder on the record to open and view the details of the request. Information regarding the requesting and accepting employees and their schedules is displayed.
   • The supervisor has the option to accept or cancel the trade for the employee by clicking on the Accept or Cancel button. If the accepting employee has already accepted the trade, these buttons are not available.
   • The supervisor is then able to approve the trade or offer request by clicking on the Approve button in the left pane, or to deny the request by clicking on the Deny button.
   • There is a field in the lower area of the screen for Reviewer Comments, to add any additional information, for example why the request was denied. Note: Organization Unit Indicator Self Scheduling Standard 3-5 settings determine whether reviewers are required to enter a comment when a trade request is approved, denied and/or canceled.

     Comments by the reviewer as to why the request was approved, denied or canceled. Organization Unit indicator settings determine whether a comment is required when a trade request is approved, denied, or canceled.

     Note: Trade requests can also be approved through the schedule screen, for requests that overlap the open schedule date range.

Action Buttons:

The following action options may be available in the left pane, depending on indicator settings of the trade.

Accept

Approve

Cancel

Deny

Accepting Comments

Any comments that were entered by the employee accepting the trade or offer.

Employee Last Name

The last name of one of the employees involved in the trade or offer transaction.

Requested

The date and time that the trade or offer was submitted to the system.

More About Date Value Fields

Requesting Comments

Any comments that were entered by the employee requesting the trade or offer when it was submitted.

Reviewer Comments

Comments by the reviewer as to why the request was approved, denied or canceled. Organization Unit indicator settings determine whether a comment is required when a trade request is approved, denied, or canceled.

Type/Classification

Indicates whether the transaction is for a Trade or for an Offer.