Follow your staff requests
See your own time off and other staff requests, change or cancel them, and read the decision.
What it's for
Here you see all the staff requests you sent: time off, schedule changes, equipment, payroll questions and others. You see if they are approved or denied. While a request is still open, you can change it or cancel it.
The team's requests are on another page: see Review staff requests.
Before you start
- You're signed in as a Manager.
- You sent at least one staff request (Ask for time off or Other staff requests).
Steps
Open your list
In the menu on the left, click Operations → My requests. You see a table with your requests, newest first. The columns are Request (the title and the type), When, Status and Submitted.
Filter by status (optional)
Click the list above the table (it shows All requests). Pick Open, Approved, Denied or Cancelled. Open shows the requests that are not decided yet.
Open a request
Click the title. The request page opens. It shows the type, the status, "From" with your name and the time you sent it, When, your details and History. After a decision, Decision note shows the reviewer's note.
Change the request (only while it is open)
Click Edit. A panel called Edit request opens on the right of the page with the same fields. Change what you need and click Save changes.
Cancel the request (only while it is open)
Click Cancel request. A pop-up window asks Cancel this request? Click Cancel request to confirm, or Keep it to go back.
What each status means
| Status | What it means |
|---|---|
| Submitted | You sent it. Nobody is looking at it yet. |
| In review | A reviewer started looking at it. |
| Approved | The answer is yes. This is final. |
| Denied | The answer is no. This is final. Read the Decision note. |
| Cancelled | You cancelled it. This is final. |
A request is open while it is Submitted or In review.
What you should see
- After Save changes: a message Request updated. and History shows "Edited the request."
- After Cancel request: a message Request cancelled., the status Cancelled, and History shows "Cancelled the request."
- When a reviewer starts: the status In review and History shows "Started reviewing."
- After a decision: the status Approved or Denied, History shows "Approved." or "Denied:" with the note, and Decision note shows the note.
- On an Approved, Denied or Cancelled request, there is no Edit and no Cancel request.
- There is never a Review box on your own request.
If you have no requests yet: No requests yet and "Ask for time off, a schedule change, equipment or anything else here." If the filter hides everything: No requests match.
Test checklist
Good to know
You are testing on real data
The test app shares its data with the live app, and requests can't be deleted. Start the title of a test request with TEST (for example "TEST time off"), and cancel it when you're done. Ask another tester (an administrator or a second manager) to decide it, not a real reviewer.
If a reviewer changed your request at the same time, you see "This request changed while you were looking at it. Reload and try again." Reload the page and try again.