My Trade Requests

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Home Page Information Cards

My Trade Requests

The My Trade Requests card lists the status of requests for trading and offering schedules for the employee.

A trade request shows the requesting employee and activity code, and the accepting employee and activity code information. Point the cursor at the activity code to view the date and start time of the activity.
A trade request requiring acceptance has a folder icon to the left of the record. Click the folder to open the record and Accept or Cancel the trade request.
An offer request shows the shift being offered by the employee. If the offer has been accepted by another employee, the name of the accepting employee and the activity code for the shift are also listed. Point the cursor at the activity code to view the date and start time of the activity.
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:

Folder

Click on the folder icon to open the record and view the details.

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.

Type

The icons under the Type column indicate the type of request:

	Accepted Offer	You have accepted a schedule that was offered by another employee.
	Trade	You are trading schedules with another employee.
	Offer	You have offered a schedule

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.
	Waiting Approval	This icon indicates that the request must first be approved by the second employee involved in a traded schedule (accepting employee).

Requesting Employee

The name of the employee who initiated the trade/offer

Requested Shift

The activity code of the schedule that will belong to the Requesting Employee if the request is approved. Hover the cursor over this activity code to view the start and end times of the code.

Accepting Employee

The employee who will/has accepted the traded or offered schedule.

Accepted Shift

The activity code of the schedule that will belong to the Accepting Employee if the request is approved. Hover the cursor over this activity code to view the start and end times of the code.

Reason

The text entered in the Requesting Comments field when the request was submitted.

Reviewer Comments

Any comments entered by the reviewing supervisor.