Act for Employee

Depending on your shift rule set, you may be able to take certain actions for your employees such as requesting trades, PTO, and UTO. This section covers how to make these requests on behalf of your employees.

Act for Employee by Requesting a Trade

To request a trade on behalf of an employee:

• Click the Employees tab.
• Find the employee’s name that you want to request a trade for in the list of employees to the left of the calendar. Click on their name to open their employee calendar.
• Find the shift you want to request a trade for on their calendar. Click on the shift to open the shift menu.
• Click ‘Trade Shift’ in the shift menu.
  
• RosterApps directs you to the Trade Shift page.
  

• Complete the sections on this page with information about the shift trade. Below is a list of the sections with descriptions:

  • I would like to trade the above shift by: Indicate which type of shift trade this is by selecting one of the following option buttons.

    • Posting the shift to the Trade Board: Select this option button to post this shift to the trade board.

    • Giving the shift to a co-worker: Select this option button to trade this shift directly to another employee. If you select this option, a drop-down menu appears below the Comments field that lists all employees in the shift’s work group. Select the employee that you want to trade the shift to in the drop-down menu.

  • Optional Comment: Enter a comment in this field, if you would like. Any comments will appear in the shift’s history and on your trade board post.

  • Allow employees to view comments.: Check this box to allow employees to view your comments (if you made any).

  • Click the Trade button to trade the shift (or click the Cancel button to cancel).

  • If your rule set requires that you approve all shift trades, you will still have to approve a trade (once the receiving employee has accepted the shift trade) even though you requested the trade on the employee’s behalf.

Act for Employee by Requesting Time Off

To request time off on behalf of an employee:

• Click the Employees tab.
• Find the employee’s name that you want to request time off for in the list of employees to the left of the calendar. Click on their name to open their employee calendar.
• Find the shift you want to request time off for on their calendar. Click on the shift to open the shift menu.
• Click ‘Request as Time Off’ in the shift menu.
  
• RosterApps directs you to the Request Time Off page
  

• Complete the sections of this page with information about the time off request. Below is a list of the sections with descriptions.

  • I would like to request Paid Time Off for the above shift as: Select the time off reason to use for this request in the drop-down menu. Your Company Admin establishes this list of time off reasons. If you do not see one you are looking for, please contact your Company Admin.

  • I will accept a partial shift: Check this box if you only want to request time off for a part of the shift.  When enabled, additional fields will be displayed:
    • Minimum time off: Select the amount of time (in hours and minutes) you want to request time off for.
    • Select a radio button for which part of the shift (beginning or end) should be requested for the time off.
      

  • Comment: Enter a comment about the PTO request, if you would like.

• Click the Request Time Off button to submit the PTO request.

• If your rule set requires that you approve all PTO requests, you will still have to approve this one even though you submitted the request on behalf of an employee.

Act for Employee by Requesting UTO

• Click the Employees tab.
• Find the employee’s name that you want to request UTO for in the list of employees to the left of the calendar. Click on their name to open their employee calendar.
• Find the shift you want to request UTO for on their calendar. Click on the shift to open the shift menu.
• Click ‘Request as UTO’ in the shift menu.
  
• RosterApps directs you to the Request as UTO page.
  

• Complete the sections on this page with information about the UTO request. Below is a list of the sections on this page with descriptions.

  • I am requesting Unpaid Time Off for the above shift. I would like to: Select one of the options below.

    • Take the entire shift off: Select this option button to request UTO for the entire shift.

    • Come in late, arriving at…: Select this option button to request UTO for the beginning of the shift. When you select this option button drop-down selectors appear. Select the time you want the UTO to end and the shift to begin with the drop-down selectors.

    • Leave early, going home at…: Select this option button to request UTO for the end of the shift. When you select this option button drop-down selectors appear. Select the time you want the UTO to start and the shift to end with the drop-down selectors.

    • Leave during shift, starting at…: Select this option button to request UTO for a time period during the shift. When you select this option button drop-down selectors appear. Select the time you want the UTO to start and the duration of the UTO with the drop-down selectors.
      

  • Optional Comment: Enter any comment about the UTO request that you would like in the drop-down menu.

  • Click the Request UTO button to submit the UTO request.

  • If your UTO rule set requires that you approve all UTO requests, you will still have to approve this one even though you submitted the request on behalf of an employee.