Searching for a Trade/Offer Request

The Trade Request Search screen is used to enter selection criteria for searching for trade request records. Depending on the authorization level of the user, the selected requests can be viewed approved, denied, canceled, or edited.

Record Management

Enter the search criteria as described below, then click on the Search button. For more information, see Searching for a Record.

After entering the search criteria, all applicable records are displayed. To open a single record, click the folder on the record. To open multiple records, check the box on each record to open and then click on the folder icon of the record to open first. For more information, see Opening and Viewing a Record.

The icons under the Status column indicate the status of the trade request. Hover the cursor over the icon in the screen to view the description of the icon.

	Approved	The request is approved by the supervisor, and is added to the employee schedule.
	Canceled	The request has been canceled by either the supervisor or the employee. The traded schedules revert back to the originally scheduled employee.
	Denied	The request is not allowed by the supervisor.
	Requested	The request has been submitted and is pending approval or denial from the supervisor.
	Waiting Approval	The request must be approved by the second employee in the trade (accepting employee) before the request is sent to a supervisor for handling.

The icons under the Classification column indicate the type of request. Hover the cursor over the icon in the screen to view the description of the icon.

	Accepted Offer	The offered schedule has been accepted by another employee.
	Offer	The schedule is being offered by an employee.
	Trade	An employee is trading this schedule with another employee.

Depending on the page displayed, the following fields may be available. Click on the link to navigate to the description. Accepting Employee Code Accepting Employee First Name Accepting Employee Last Name Classification Organization Unit Requesting Employee Code Requesting Employee Last Name Requesting Employee First Name Schedule Group Status

The following related topics are available: Handling Trade/Offer Requests Life Cycle of a Traded Shift Life Cycle of an Offered Shift

Accepting Employee Code

The unique identification code of the employee who accepted the offered schedule or trade request.

Accepting Employee First Name

The first name of the employee who accepted the offer or trade request.

Accepting Employee Last Name

The last name of the employee who accepted the offered or traded schedule request.

Classification

Indicates whether this transaction is for a shift trade or offer.

Organization Unit

The Home Labor Distribution of the employees who have submitted a request. Choose the option button to select a specific Organization Unit or a Schedule Group.

The trunk, branch, and leaf organization unit levels are displayed. The labels of the different levels is determined by the corporation.

Requesting Employee Code

The unique identification code of the employee who submitted the offer or trade request.

Requesting Employee Last Name

The last name of the employee who submitted the offer or trade request.

Requesting Employee First Name

The first name of the employee who submitted the offered schedule or trade request.

Schedule Group

The schedule group that includes the Home Labor Distribution of the employees who have submitted a request. Choose the option button to select a specific Organization Unit or a Schedule Group.

Status

The approval status of this request.

Action Buttons

The following Action buttons may be available in the left pane, depending on the page that is open:

Add

Click on the Add button to open a screen to configure a new record.

Advanced/Basic

The Advanced button loads the expanded search criteria mode with additional fields for locating a record. When the Basic search mode is loaded, the button shows as Advanced. When the Advanced search mode is loaded, the button shows as Basic.

Audits

The Audits button in the left pane opens a screen to view changes to records in the open page. The audit trail displays information on additions, edits and deletions, including the date and time the change was made, the type of change (inserted, updated, deleted), the description of the change, the name of the person making the change, and the original and new values.

Delete or Delete Selected

The Delete or Delete Selected button is used to remove one or more records from a screen.

Replace

The Replace button opens a screen to update one or more field values for all the records selected in the search. This feature can be used to update multiple records with the same field information.

Replicate

The Replicate button copies all general, detail, indicator, and parameter attributes of an existing record, so the setup of a new record requires less time. The General screen opens so you can update general field values for the new record.