Review availability and staffing requests

Before you start

Review the employee, dates, and worksite on each request. Request status can change while you are reviewing it.

Step by step

1. Expand More in the sidebar and open Availability to review employee availability.
2. Open Approvals to inspect pending items and their details.
3. Use Open shifts for requests to fill vacant work, or Swap requests for proposed shift exchanges.
4. Check eligibility and the impact on staffing before approving or rejecting a request.
5. Read the result and refresh the request list. If another action already changed the request, review its latest state before continuing.

Notes & troubleshooting

• Availability and preferences are different: preferences guide planning, while unavailability and configured rules can prevent an assignment.
• A request cannot bypass scheduling eligibility. A stale request may need to be reloaded rather than approved again.

Understand and resolve a message