Parent Topic

Monthly View

Previous Topic

Next Topic

Book Contents

Book Index

Offers

During the established offer period, you may be able to offer your schedules to coworkers on the Monthly View screen. Depending on your roles and data access, you may be able to view schedule offer details or to submit schedule offers from the Monthly View screen.

For more information about the icons and how they appear on the screen, see the Icon Descriptions section.

Since this guide is intended to explain the Monthly View screen, instructions are not provided when the system directs you away from the Monthly View screen to traditional, familiar screens or processes.

The following topics are available on this page:

Submit a Schedule Offer

Accept an Offered Schedule

The following related topics are available:

Viewing the Monthly View Icons

Clockings

Calendars

Adjustments

Unavailability

Trades

Submit a Schedule Offer

To submit a schedule offer, complete the following steps.

  1. Navigate to the Employee section > Monthly View screen.
  2. Click the schedule to be offered and then click Offer Schedule.

    The Offer dialog appears.

  3. In the Offer dialog, enter your Requesting Comments and then click OK.

    Your schedule appears as an offered schedule.

Accept an Offered Schedule

To accept an offered schedule, complete the following steps.

  1. Navigate to the Employee section > Monthly View screen.
  2. On the appropriate day, click Vacancy.

    The Vacancies panel appears.

  3. In the Vacancies panel, scroll to find the offered schedule.
  4. Click on the offer you would like to accept.

    The Accept Offer dialog appears.

  5. In the Accept Offer dialog, enter your Accepting Comments and then click Submit.

    Depending on how your organization unit handles schedule offers, the offered schedule may appear for you but it may still appear as an offer until it is approved by a manager.