Workers can request to pick up a claimable shift, drop a shift that is currently assigned, or request time off through their Worker Portal. These requests must then be reviewed and actioned by the workers’ Managers within Fountain. This article will cover the steps to action pending requests, which can be done through the Schedule page or the Shift Dashboard screen.
Schedule Page
To review pending worker requests on the Schedule page, click the Pending requests link towards the top right. This will bring you to the Shift Dashboard.
Shift Dashboard
To access the Shift Dashboard page, click Shift in the left side panel. Then click the arrow to expand the left side panel and reveal the Shift subpages. Click Dashboard.
Pending requests will be listed on the left, organized by date and type. To see a different time range or select different locations, use the buttons above the Pending Requests tile.
Only ___ requests will be visible on the main Dashboard screen. Click View all in the Pending Requests tile to see all requests based on the time range and locations selected. Here you’ll see all pending requests and be able to search for specific requests by worker, type, or location.
Click a request box to review and action it. You’ll be able to see any notes from the worker and do the following based on the request type:
Time-Off Requests: Approve or Decline the request.
Claim or Drop Shift Requests: Review and assign/unassign to the worker who made the request, unassign/assign and unpublish (to manually assign later), or decline/approve request and open to other workers.
Click All requests at the top of the request list to change to specific types of requests, such as claim or drop requests. You can also click See on schedule in the top right corner of the selected request to flip to the Schedule page and see this request on the calendar.
Whether you approve or decline the request, the worker will be notified via their Worker Portal of your decision. Approved requests will also immediately be visible on the Schedule page. For example, if you approve a shift to be dropped, the worker will be removed from the shift on the Schedule page as soon as you click Approve.
Additionally, requests will be combined for you to review and action when appropriate. For example, let’s say a worker requests time off, but they have an assigned shift during that time off request. If you approve the time off request, you will then be prompted to action the shift that the worker had, which now needs to be either unassigned, set as claimable, assigned to a different worker, or deleted.
Click Apply or Confirm after making changes or selecting a decision.
Important Notes:
Time off requests will not be fully approved until all managers have approved them.
Actions taken on the Dashboard can be undone by other Fountain users, if they have permission, to do so through the Shift Activity Log. Learn more in this article.
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⬅️ Previous article: Using the Shift Attendance Dashboard