Viewing and/or Handling a Trade Request

Parent Topic

Viewing and/or Handling a Trade Request

After entering the search criteria, all applicable records are displayed:

The icons under the Classification column indicate the type of request. Hover the cursor over the icon to view the description of the icon.

	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

The icons under the Status column indicate the status of the trade request. Hover the cursor over the icon to view the description of the icon.

	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.

Click on the folder to the left of the record to open and view the details of the request. Information regarding the requesting and accepting employees and their schedules are displayed.

An authorized user is then able to approve the transaction by clicking on the Approve button in the left pane, or to deny the transaction by clicking on the Deny button.
There is a field in the lower area of the screen for 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.

The following Action buttons are available in the left pane:

Approve	Click on this button to authorize the trading of these schedules. Both employees are notified on their Home Page that the trade has been approved. The traded schedules codes are given a Published status on the schedule screen.
Deny	Click on this button to deny the trading of these schedules. Both employees are notified on their Home Page that the trade has been denied. The employees' original schedules are assigned back to them on the schedule screen.

Note: Indicator settings determine whether reviewers are required to enter a comment when a trade request is approved and/or denied.