Handling Education Requests in the Approval Section

Depending on the authorization role of the user, he/she may be able to approve, deny, cancel or delete an employee's education request, or set it to pending review.

1. After Searching for an Education Request, all records that meet the search criteria are displayed:
2. Check the boxes to the left of the folders to select the records to handle, then click a folder to open and view the details of the request.
3. The Range Begin Date, Range Begin Time, Range End Date, and Range End Time default to the values of the entered request.

   The latest time on the Range End Date to approve or search for a request record.

   The latest date of the range to approve or search for a request record. If the date the course was taken falls within the Date Range Begin and Date Range End dates, that request is included in the results listing.

   The earliest time on the Range Begin Date to approve or search for a request record.

   The earliest date of the range to include when entering, approving, or searching for an education transaction request record. The event must fall on or between the Range Begin Date and Range End Date.

4. If an employee entered text in the Reason field, it is visible in this screen.

   Free-form text field to enter the reason the education transaction request was submitted.

5. In the Reviewer Comments field, type any information regarding the request, for example, why the request is denied or pending review.

   Free-form text field for the reviewer to enter any comments on this transaction, for example why this request was set to Denied or to Pending Review.

6. Click on the appropriate Action button in the left pane. For more information on the action button options, see below.
7. Employees are notified of the change in status of their request via email or message if they are set up for Event Subscriptions. Employees can also monitor the status of requests in the My Education Requests screen on the Home page.

   The My Education Requests screen displays the status of Education Transaction records that were entered by the employee. The requests must be approved by a supervisor before they count toward an employee's education requirements.

   • Once a request has been viewed, click the box to the left of the record to enter a check mark. and then click the Hide Selected button. The request is now hidden on the card and will no longer display. If the status of the request changes, the record will again be displayed on this card.

   The following fields are displayed on this card:

   Selection Box

   To select records to hide (once they have been viewed), click on the selection box to enter a check mark . Then click on the Hide Selected button.

   Status

   The icons under the Status column indicate the status of the trade request:

   	Approved	The request is approved by the supervisor, and is added to the employee schedule.
   	Canceled	The request has been canceled by either the supervisor or the employee. The traded schedules revert back to the originally scheduled employee.
   	Denied	The request is not allowed by the supervisor.
   	Requested	The request has been submitted and is pending approval or denial from the supervisor.
   	Pending Review	The supervisor is indicating he or she has seen the request but hasn't updated the status.

   Start Date

   The calendar date the class began.

   End Date

   The calendar date the class ended.

   Reason

   This field displays any text that was entered by the employee when submitting the request.

   Reviewer Comments

   Any comments entered by the supervisor, for example, a reason why the request was denied or canceled.