Approve Availability Requests

Updated August 27, 2024 15:56

In 7shifts, the Availability Approvals setting allows managers to review and approve employee availability requests.

This article will walk you through how to enable and approve availability requests.

Here's how Availability approval works

1. An Employee will submit their Availability which will then become 'Pending' for Manager approval.
2. An Admin/Manager will be notified by email that an Availability submission requires their approval.
  
  ⚠️ Availability request notifications, from Employees, will go to those directly a level above them within the account's user type hierarchy. If there is a Manager or Assistant Manager who has the permission 'Can manage other employees' availability' enabled, and is assigned to the same Department as the Employee, then the Admin won't receive a notification for Availability.
  
  Admins can still head to the Availability section to Approve or Decline pending Employee requests at any time.
  
  ⚠️ Managers do not receive Availability requests from fellow Managers as they are at the same hierarchy level. They would only receive them from a user that is an Assistant Manager or Employee.
  
  ⚠️ Managers with 'Can manage other employees' availability' can approve their own Availability requests.
3. The Manager can log in to the desktop or mobile app to approve/decline the Availability request:

Enable Availability Approvals

This setting is only managed by Admins, under Settings > Company Settings > Availability.

Click here to learn more about enabling Availability and the different types of Availability for Employees.

Approve or Decline Requests

Use the tabs to change your viewing preferences through the mobile or web app:

1. Head to Schedule > Availability.

2. On the Requests page, you have two methods by which you can approve/decline a request:

Method 1: Choose a Status from the dropdown menu to update it immediately:

Method 2: Click on the request to view it in more detail:

Once you're done reviewing the request details, you can Approve or Decline the request:

Go to Availability in the More menu.
Under the Request tab, tap on the Availability request you wish to respond to:
When viewing the request, tap on a day to view the changes, reasons, and comments.

For example:
Tap the three dots at the top right of the screen:
Choose to Decline or Approve the request:
(optional) Leave a comment:
Tap Ok to finalize this request.

Note: Employees will receive a notification once you approve/decline the request. They can also see the status of their Availability requests from their own account. Each submission will have the approval status beside it.

If you need to edit Employees Availability go to: Editing Employees Availability

Here's an example of what an Employee would see for their Availability on the mobile app:

Or the web app:

⚠️ On the web app, labels will only appear for Pending or Declined requests, if the submission is already Approved, then there is no label.