NCR Console - Managing Shedule Requests

December 13, 2016

Description

If you are using NCR Console’s Employee Management, employees with proper user permissions can request time off or shift coverage (see the User Permissions help). Scheduling request features in NCR Console make it easy to track, approve or decline requests.  All requests for time off will appear within the alerts box of your Console Dashboard.

To approve or reject Time Off requests:

1. Click Unavailability Received within the alerts box of the dashboard to bring up the alert.

   

2. Click the here link within the alert

   

3. Any pending requests (for the date range shown at the top of the page) will be reflect below

You can also view pending requests at any time by:

1. Go to the Store tab and click Labor

2. Click Employee Availability

3. Click More Options

   

4. Click Pending Requests

5. Click the request you wish to view

   

6. You will have three options.

   • Click Approve to approve the request, which will automatically be reflected in the work schedule

   • Click Reject to reject the request

   • Click Go Back to go back to the previous screen

     

7. You will be asked to confirm your request.  Click OK

   • The request will now reflect a status of Approved

   • If the request is rejected it will show a status of Rejected

     

Responding to a shift coverage request is very similar to the time off request. To approve or reject Shift Coverage requests:

1. Click Request to Cover Shift Received on the dashboard alerts

   

2. Click the here link within the alert

3. You will be taken directly to the work schedule. Any shift change requests will be highlighted in blue on the schedule

4. Click any shift(s) highlighted in blue to see that specific request

5. Click View Request

   

6. Click Approve to approve the request. The schedule will be automatically updated to reflect the change

   • You will need to communicate the schedule out after changes are made (see Communicating Schedules training module for more information). If you reject the request you will be asked to confirm your choice

     

7. Click OK. No changes will be made to the schedule if the request is rejected

   

 

File

Managing Schedule Requests.pdf