Managing Employee Schedule Requests (Adv. Scheduler)

Managing Employee Schedule Requests (Adv. Scheduler)

Approving or Rejecting Schedule Requests in Advanced Scheduler  

Purpose  

This guide provides instructions for managing employee shift requests within the Green Leaf Elevated System.

Please note that not all scenarios may be covered, and some features may vary depending on your company’s configuration. If you need additional assistance, please contact your assigned specialist.

Accessing Schedule Requests  

When an employee submits a schedule request, it appears at the top of your To Do list in your mailbox.

To view all requests:

  • Click My Mailbox in the top-right corner of the widget.

Mailbox Widget (Main Dashboard)  

By default, the mailbox widget displays the five most recent items. To view more requests:

  • Use the Page option in the top-left corner to increase the number of items shown per page

  • Use the navigation arrows to move between pages

Reviewing Requests (Full Mailbox View)  

To review a schedule request:

  1. Select the employee’s name

  2. Choose one of the following actions:

    • Approve

    • Reject

Rejecting a Request  

When rejecting a request:

  1. A confirmation message will appear

  2. (Optional) Enter a comment to provide feedback to the employee

  3. Click Submit

Employees will receive a notification if notifications are enabled.

Approving a Request  

When approving a request:

  1. A confirmation message will appear

  2. Click Submit to complete the approval

Once approved:

  • The employee’s schedule is automatically updated

  • The main roster is updated

  • The employee is notified (if notifications are enabled)

Final Confirmation  

After submitting your decision, a confirmation message will appear indicating the request has been successfully processed.

 

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