Overview

HotSchedules provides two methods for managing employee scheduling requests: Time Off and Requests.

Both options are available from the Time Off & Requests subtab under the Home tab. However, only the feature enabled for your location will be visible based on your site's configuration and permissions.

If you are interested in switching from one option to the other, contact your account representative or Customer Support.

Understanding Time Off and Requests

Although both features help employees communicate scheduling needs, they function differently.

Time Off

Time Off requests must be reviewed and approved by a manager before they become effective.

Once approved:

• The requested date is marked as unavailable for scheduling.
• Managers are prevented from scheduling the employee on approved dates.
• Requests can still be denied or modified if necessary.

Requests

Requests do not require manager approval.

Instead:

• The request appears directly on the schedule.
• Managers can choose whether to honor the request when creating schedules.
• Requests can also be reviewed through the Employee Request Report.

Approving Time Off Requests

Managers can review Time Off requests using either the Pending view or the Calendar view.

Pending View

The Pending view is displayed by default and shows requests in a list format.

Managers can review:

• Employee name
• Associated schedules
• Requested dates
• Submission date

Selecting an employee's name opens the request and provides options to approve or deny it.

Calendar View

The Calendar view displays requests directly on the dates they were submitted for.

Managers can:

• View requests by day
• Select highlighted requests
• Approve or deny requests directly from the calendar

Additional Resources

Watch the following overview video for a walkthrough of Time Off and Requests functionality.

Related Articles

• HS Time Off and Requests: Create Time Off for Employee
• HS Time Off and Requests: Block Time Off Dates
• HS Time Off and Requests: How to Override Approved Time Off
• HS Time Off and Requests: How to Make a Request
• HS Time Off and Requests: How to Approve