Remove Summary

Before introducing the steps to remove offers, requests, and approved incentive schedules, a brief summary of the process is needed.

Create the incentive schedule

You first create an incentive schedule. Essentially, this is an offer of an incentive schedule. The incentive schedule has a status of Open.

Employees request the incentive schedule

Employees respond to your offer by requesting the incentive schedule. They request it by stating how much money they are willing to, or are asking to, receive to work the shift. The incentive schedule is still Open.

Approve the Schedule Incentive request

After employees have had the opportunity to request incentive schedules, several requests may appear for the same shift.

Actions section screen:

Schedule screen:

• Approve - When you approve a request, its icon changes to a standard schedule icon and the other requests are removed from the schedule screen. The incentive schedule now has a status of Closed.

At any point, you may need to remove a Schedule Incentive offer, request, or approved schedule.

You can cancel or delete:

• An offer with no requests.
• An offer with one or more requests.
• An offer with an approved incentive schedule.

The following section, Remove an Incentive Schedule, provides more information and instructions.