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Processing Employee Requests

You process requests on the Administer Requests page. You can change a request's status to Approved, Denied, Wait Listed, or you can delete the request. You can also add a note to a request.

Requests with notes are marked with a note icon . You can read notes by positioning your pointer over the request or by right-clicking the request and selecting Details.

Important: Approved requests are not displayed in Staff Manager Client schedule views until you generate a schedule using the Approved Requests option in Schedule Editor.

Using Filters on the Administer Requests Page

You can configure your request settings so that you can use filters to limit what the Quick List and the Administer Requests grid display.

Managing Single Day Requests

Complete the following steps to approve, deny, wait list, or delete a single day request. Note that the Wait List options listed below only display if you have enabled the optional Wait List Request setting.

  1. From the Schedule menu, select Administer Requests. The Administer Requests page opens.
  2. Open the week containing the date of the request using the date menu if needed.
  3. To process a request, right-click the request and select an option from the menu. The available menu options change based on whether the request is pending or wait listed, as noted below.
  4. Click Save Changes. The Request Administration page refreshes, showing the updated request status.

Once you have approved, wait listed, or denied a request, right-clicking on that request displays a new menu option: Pending. This enables you to change the request's status to a pending state.

When dealing with a request, you may want to add a note to the employee. See Adding a Note to an Employee's Request.

Managing Multi-Day Requests

Clairvia Web enables you to handle requests for multiple days differently. You can approve, wait list, deny, or delete the entire request period, or you can manage each day individually. Note that the Wait List options listed below only display if you have enabled the optional Wait List Request setting.

Complete the following steps to approve, deny, wait list, or delete a multi-day request.

  1. From the Schedule menu, select Administer Requests. The Administer Requests page opens.
  2. Open the week containing the date of the request using the date menu if needed.
  3. Right-click a day within the request to highlight it and select an option from the menu. The available options change based on whether the request is pending or wait listed, as noted below.
  4. Click Save Changes. The Request Administration page refreshes to display the updated request status.

If you process one day of a multi-day request, then right-click another date in the request, the Approve All, Wait List All, Deny All, and Delete All options change to Approve Remaining, Wait List Remaining, Deny Remaining, and Delete Remaining.

Once you have processed and saved a multi-day request, right-clicking a day shows a new menu option: Mark All Pending. This enables managers to restore the entire request to a pending state.

When dealing with a request, you may need to add a note to the employee. See Adding a Note to an Employee's Request.

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