Submitting a Request to Work

From the Employee section>Section screen select the Request to Work option in the left pane.

Enter a Start Date and End Date to define the date range to search for a schedule opening. Note: The resulting list will only include the schedules that fall within the Request to Work Period, based on the Staffing Configuration of the organization unit of each Profile.

In the

Display Result field, select whether to group the resulting schedule options by schedule

Date or by

Organization Unit.

To include only certain activity codes, enter a value in the

Activity Code field.

To include only schedules in specific

Organization Units (and children organization units), enter the values in the appropriate fields.

Click the Search button.

The results list shows all unfilled schedules that the employee is qualified to work. This list is divided into cards sorted by either date or by organization unit, depending on the option chosen.

Note: If there are no available schedules during the indicated date range, a message is displayed:

Click the card arrow on the record to expand a card and view the activity code/profile options available.

To select a schedule, click the box to the left of the record. Clicking on this box alternately adds and removes the selection check mark.

A Comment can be entered to give the reason the request to work is being submitted. This field is optional.

Click on the Save button to save the record.

A validation process is run to verify that no scheduling rules are violated by accepting the schedule(s), such as overtime, license qualifications, etc. The rules verified are determined by the Request to Work Selection Style selected in the Staffing Configuration screen of the organization unit of the schedule.

If a validation message error message is displayed, the request can be canceled by clicking on the Cancel button.
Authorized employees can override the validation message by clicking on the Continue button. If an employee is not authorized to override the validation, the Continue button is not displayed.
The employee's ability to override the validation is determined by the authorization role(s) of the employee, and the severity of the error message. More About Overriding Schedule Validations
Depending on Roles assigned to users, they may be able to override validation messages and continue to add, edit, or approve a schedule. If users do not have the authorization to override the exception, there is no option to continue and save the transaction.

Override access is determined by:
- The Maximum Severity Level override allowed by the user's role
- The Severity Level of the exception message
Maximum Severity Level Override Allowed by the User's Role

Depending on the role assigned to users, they may be able to override the exception message generated when a scheduling rule is violated by adding, editing, or approving a request for a schedule.

The roles are found in the Configuration section>System card>Roles screen.

In the Maximum Severity Level field, indicate the severity level of the validation exception that can be overridden. Severity levels (in order of severity) are Critical, Warning, and Informational. All exceptions with that severity level or below can be overridden for assigned users. For example, if this value is set to Warning, this user can override validation exceptions of Warning and Informational, but cannot override exceptions with a severity level of Critical. If no value is entered in this field, the user cannot override ANY level of exception message.

Severity Level of the Exception

Severity levels for a validation rule are set up on the Configuration section>System card>Exception Value screen, in the Severity Level field. Severity levels (in order of severity) are Critical, Warning, Informational, or None.

Note: The severity level displayed in the warning message may not match the value set up on this screen. If the user is able to override the error, then the level is displayed as Warning regardless of the actual exception definition severity level. If the user is not able to override the error then the level is displayed as Critical regardless of the exception definition.

If no error messages are generated, or the error is overridden, a Request to Work is submitted.

Supervisors receive a notification that a Request to Work has been submitted.
A record is added to the Request to Work screen in the employee's record.
A record is added to the employee's Home Page>My Request to Work screen.
A record is added to the employees TCS>Requests screen.
A record is added to the Actions section>Approval card>Request to Work screen.

Supervisors handle the request through the Request to Work screen. See the Actions section>Approval card>Request to Work documentation for more details on handling these requests.

If the request is approved, the schedule is added to the Schedule screen of the related organization unit and to all other schedule screens where the employee is included.