Open navigation

Schedule Pool: Manager Guide

Posting a Shift on Behalf of an Employee

From the Schedule Pool, a manager can post a scheduled shift on behalf of an employee.

  1. Select the Available Shifts tab on the Schedule Pool.

  2. Select the employee.

    2019 05 10 10 03 04 AM

    When the selected employee is changed, the schedule calendar of the Schedule Pool will change to that employee’s schedule. From the calendar, you can select shifts to post.

    2019 05 10 10 07 06 AM
  3. Select at least one shift to post.

    2019 05 10 10 10 58 AM
  4. Press Post to open the post dialog.
    From here the shift details can be reviewed, additional options for the posting can be entered, and comments can be added.

    2019 05 10 10 13 45 AM
    1. When the posting is ready to submit press Post to post the shift to the schedule pool.

Once a posting has been made for a shift, it may still need to be approved before it becomes available for pick-up or exchange. This will depend on how the Schedule Pooling Rules are set up for the Work Group of the employee.

Posting Options

The following options are available to managers when creating a new posting:

Pick-up/Exchange Pay Code

Enter a Pay Code that will override the shift pay code when the shift is picked-up or exchanged. When no Pay Code is entered, the existing Pay Code of the posted shit will be used.

Available for Pick-up/Exchange until … Hours before schedule time

Enter the number of hours before the shift starts that the posting will be available in the schedule pool. If you want the posting to be available in the schedule pool up until the shifts starts, enter 0. Once the time until the shifts starts is less than the number of hours entered the posting will automatically expire and no longer be available for pick-up or exchange.

Posting should remain available … Hours after posted

Enter the number of hours that the posting will remain in the schedule pool before a pending pick-up or exchange request for the posting should be approved by a manager. The number of hours is measured from the time that the posting is created (not the time the posting is approved).

Require shifts to be Picked-up/Exchanged together

Select this option to bundle multiple shifts as a single posting that must be picked-up or exchanged together.

Requests on Employee’s Behalf

From the Schedule Pool a manager can see their employee’s schedules and see whats shifts are available for their employees to pick-up or exchange. Manager’s can make pick-up and exchange requests on their behalf.

Requests made by manager’s on an employee’s behalf will appear as if made by the employee to other employee’s and managers.

Requesting a Pick-up on Behalf of an Employee

To make a pick-up request on behalf of an employee:

  1. Select the Available Shifts tab of the Schedule Pool.

  2. Select the employee to make a pick-up request for.
    The shifts that the currently selected employee are eligible to pick-up or exchange will be listed below.
    2019 05 21 10 08 31 AM

  3. Select at least one shift to pick-up.
    2019 05 21 10 12 44 AM

  4. Press Pick Up to open the Pickup Request dialog.

    • You can review the details of the shift to pick-up and enter any additional comments at this point.

    • If there are any conflicts in the employee’s schedule with the shift being picked-up it will be displayed under the Conflicts column

    2019 05 21 10 22 11 AM
  5. When you are ready to send the pick-up request press Submit.

The pick-up request will need to be approved by a manager before the request is finalized. This is required even when a manager makes a pick-up request on an employee’s behalf.

Requesting an Exchange on Behalf of an Employee

To make an exchange request on behalf of an employee:

  1. Select the Available Shifts tab of the Schedule Pool.

  2. Select the employee to make an exchange request for.
    The shifts that the currently selected employee are eligible to pick-up or exchange will be listed below.
    2019 05 21 10 08 31 AM

  3. Select at least one shift to exchange.
    2019 05 21 10 26 43 AM

  4. Press Exchange to open the Shifts to Exchange tab of the Exchange Request dialog.

    • You can review the details of the shift to pick-up and enter any additional comments at this point.

    • If there are any conflicts in the employee’s schedule with the shift being picked-up it will be displayed under the Conflicts column

    2019 05 21 10 29 16 AM
  5. Press Next to move to the Exchange with Shift tab.

    2019 05 21 10 31 47 AM
    1Here you can change the range of dates of the schedule to select for exchange.
    2If the other employee has any conflicts for the shift listed, the conflict will be displayed under the Conflicts column next to that shift.
    3Any comments that you want the other employee to see can be entered here.
  6. Select one or more shifts to offer in the exchange.

  7. When you are ready to send the exchange request, press Submit.

The exchange request will need to be approved by a manager before the request is finalized. This is required even when a manager makes an exchange request on an employee’s behalf.

Approving an Employee Posting

Once a posting has been made by an employee, it may need to be approved before it becomes available in the schedule pool for pick-up or exchange. Postings that are pending manager approval will appear in the Pending Requests tab on Schedule Pool.

Managers will only need to approve of posting requests if the Schedule Pooling Rule of the Work Group is set to Manager Approval Required.

  • The Schedule Pooling Rules requirement for manager approval applies even when a posting has been made on an employee’s behalf by a manager.

To approve a pending post, do the following:

  1. Select the Pending Requests tab on the Schedule Pool.

  2. Select Post Requests from the drop-down.
    This will filter the displayed requests to show only posting requests.

    2019 05 10 9 52 34 AM
  3. Select at least one request with a Pending Approval status.

    2019 05 10 9 55 57 AM
  4. Press Approve to open the approval dialog.
    From here you can review and edit the details of the posting before approving it.

  5. When the posting is ready to approve press Approve to approve of the posting.

    2019 05 10 9 59 19 AM

    This will enter the posting into the pool so that other employees can submit pick-up or exchange requests for the posting.

Approving an Employee Request

When a posting is approved and entered into the pool, other employees can request the shift for pick-up or exchange. When one of these requests is made, a manager will need to review the request and approve it before the shift is picked up or exchanged.

Pick-up and exchange requests will always require manager approval.

Approving Pick-up Requests

When a manager approves a pick-up request, the employee picking up the shift will have the picked-up shift added to their work schedule automatically. Managers do not need to immediately approve pick-up requests if the original posting has not yet expired, as they want to give more time for other employees to make pick-up requests for the shift.

To approve a pending pick-up requests:

  1. Select the Pending Requests tab on the Schedule Pool.

  2. Select Pick-up Requests from the drop-down.
    This will filter the displayed requests to show only pick-up requests.

    2019 05 10 9 29 48 AM
  3. Select a pick-up request to approve.

    2019 05 10 9 32 32 AM
  4. Press Approve to open the approval dialog.

    At any time before finalizing the pick-up, the tabs at the top can be used to return to a previous step.

    2019 05 10 9 46 57 AM
    1. From the Shifts to assign tab you can review the details of the shift being picked-up.
      2019 05 10 9 34 39 AM

    2. Press Next to move to the Assign to employee tab of the dialog.
      From here, you can review the details of the employee who is picking up the shift.

    3. Press Next to move to the Confirmation tab of the dialog.
      From here you can make adjustments to the shift before it is added to the employee’s schedule.

      2019 05 10 9 35 42 AM
      The top section will adjust the details of the shift that is picked up and the bottom will adjust the details of the original shift that was posted.
    4. When the pick-up is ready to finalize press Assign.

      This will add the picked-up shift to the employee’s schedule and update any details of the shift accordingly. Any other requests for the same shift will automatically be canceled.


Approving Exchange Requests

Employees have the option to exchange one of their schedule shifts with one in the pool. When a request is made to exchange a shift with one in the pool, the employee who posted the shift to the pool will be notified of the request. This employee will be able to review the offered shift and can choose to accept or reject the offer.

The exchange offer and corresponding employee review process happen without any manager intervention. However, a manager can approve of a pending exchange request without waiting for the employee’s acceptance.

An employee might receive multiple offers from different employees, so this process allows them to accept the offer that works best for them.

Once the two employees have agreed on an exchange, a manager must approve of the final exchange before it is completed.

Managers can approve of pending exchange requests as follows:

  1. Select the Pending Requests tab on the Schedule Pool.

  2. Select Exchange Requests from the drop-down.
    This will filter the displayed requests to show only exchange requests.

    2019 05 10 9 15 53 AM
  3. Select an exchange request to approve.

    2019 05 10 8 59 16 AM

    The status of pending exchange requests will change depending on if the employee who made the posting has agreed to the exchange or not.

    2019 05 10 8 11 46 AM
    1. The Pending Acceptance status indicates that the employee has not accepted the exchange offer.

    2019 05 10 8 54 33 AM
    1. When both employees have agreed to the exchange the status will change to Employee Accepted and will need to be approved by a manager before being finalized.

  4. Press Approve to open the approval dialog.

    At any time before finalizing the exchange, the tabs at the top can be used to return to a previous step.

    2019 05 10 9 14 14 AM
    1. From the Shifts to exchange tab you can review the details of shift in the schedule pool being exchange for.

      • If there are any problems with the exchange they will be displayed under the Conflicts column.

      2019 05 21 11 37 07 AM
    2. Press Next to move to the Exchange with Shift tab where you can review the details of the shift offered in exchange.

      • If there are any problems with the exchange for the other employee they will be displayed under the Conflicts column.

      2019 05 21 11 43 05 AM
    3. Press Next to move to the Confirmation tab.
      From here you can make adjustments to the shifts before they are exchanged between the employees.
      2019 05 21 11 47 34 AM

    4. When the exchange is ready to approve, press Exchange Shifts to finalize the exchange.

      This will add the exchanged shifts to each employee’s schedule and update any details of the shift accordingly. Any other requests for the same shift will automatically be canceled.

Exchange Request Confirmation tab

The Confirmation tab of the exchange approval dialog allows you to enter overrides for some of the codes attached to the shifts when they are exchanged. Any of the fields that are left blank will use the existing values from the shifts that are exchanged.

2019 05 10 8 36 49 AM
1The Exchanged from section allows you to enter overrides for the Pay Code, Shift Code, and Attendance Code for the employee who will work the exchanged shift.
2The Original Shift Values section allows you to enter an Attendance Code override for the original shift.

Rejecting or Canceling Pending Employee Requests

Posting, pick-up, and exchange requests that are pending manager approval can be rejected or canceled by a manager. The difference between rejecting and canceling a request is that a rejected request cannot be made again, but a canceled one can.

  • Rejected postings cannot be posted again by the employee or manager who posted them. This will prevent them from posting any of the shifts contained in the rejected posting again.

  • Canceled posting can be posted again by employees and managers.

  • Rejected pick-up and exchange requests cannot be made again by employee or manager who requested them. This will prevent them from making subsequent requests for the same posting.

  • Canceled pick-up and exchange requests can be made again by employees and managers.

To reject or cancel a pending request, do the following:

  1. Select the Pending Requests tab on the Schedule Pool.

  2. Select at least one pending request.

    2019 05 15 3 14 14 PM
  3. Press Reject to reject all shifts that are currently selected, or press Cancel to cancel them.

  4. A confirmation dialog will display the requests that are currently selected for cancellation/rejection.

    2019 05 21 12 56 41 PM
  5. Press Yes to cancel/reject the requests.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.