When you log in to HotSchedules, you may encounter a Tasks Pending box, telling you that there are shift trades pending your approval. You can ignore it for the time being by clicking Cancel, or continue to your Shift Approval page.
There you will see all the information you need to easily make an educated decision. You will see, of course, the details of the shift – the date and time, schedule, job, and location. You will also see who is releasing and picking up the shift, including the skill levels of each individual. Plus, the page tells you how many hours the team member who is picking up the shift has presently, as well as how many they will have if you approve this trade.
Clicking a team member’s name will bring up a box, showing that individual’s schedule, with the shift in question highlighted in yellow.
Any House Shifts, or unassigned shifts, will also appear as an option on this page. You are able to, then, make sure they get assigned, so you are not left short-handed.
Select the shift you’d like to approve or deny, type in a reason if you’d like, and click either Approve or Deny.
After approving or denying a shift trade, HotSchedules will automatically update the appropriate schedules, and send out notifications to all involved. All necessary reports will also be updated automatically.
For the example above, Antoine will automatically be notified that he has picked up the House Shift, and Claude’s shift will remain for others to pick up.