Managers are able to answer Employee requests via the R365 Red App. Once a request is made, the Manager will be automatically alerted by a push notification that, when tapped, will open directly to the request. Open Requests and current Announcements are easily accessible on the Dashboard, enabling Managers approving functions at their fingertips.
This article reviews the following topics:
- Mobile App Navigation
- Respond to Requests
- Filter Requests
Mobile App Navigation
The Dashboard displays the amount of each type of request and the most recent announcement. To view either, tap the entry and a listing will then be displayed.
The Menu icon
opens the Main Menu and allows the User to navigate from the Dashboard to the Request List to see recent requests made by Employees. Those listed can be viewed in detail by tapping the request.
Once the screen shifts from the Dashboard to a Request, the bottom tool bar will appear with icons that represent each type of request. Tap the corresponding icon to view its list of requests.
For Users who have both Manager and Employee Security Roles, interfaces can be easily navigated by toggling to the desired role in the Main Menu.
Respond to Requests
Managers can respond to requests by simply clicking a 'Deny' or 'Approve' button underneath the description of the request. Once clicked, a pop-up window will appear that includes an optional comment field where the Manager can include a note about his/her response. This will then be sent to all Employees on the request when they are notified of their Manager's decision.
Availability Changes
A listing of all Availability Change requests will be displayed when the Availability icon
in the bottom tool bar is tapped. Each request will have a preview of the request details, including the Employee name, amount of days changed, and the date the request was made.
A Manager can then select each individual request and view the Employee Name, Jobs, Changed Availability, and Current Availability. Any date where the new availability encroaches upon the original availability will appear in red while any date where the new availability exceeds the original availability will appear in green.
Once a request has either been Approved or Denied, the current request will close out and the listing of Availability Change requests will reappear.
Offer/Claim Shift
A listing of all Offered Shifts will appear when the Offer icon
in the bottom tool bar is tapped. The number of claims will appear next to each Offered Shift to show the amount of Employees who have shown interest in working that shift. Once an Offered Shift is tapped, it will open the details of that request.
1) Offer Employee Name - The name of the Employee who is offering the shift. If this is an unassigned shift, the name will appear as 'Unassigned'
2) Week - The date the request was sent
3) Total Hours - The total number of hours the Offer Employee will work when this request is Approved. Next to this amount, an additional number will appear with a downward arrow to show the amount of hours that the Total Hours is reduced by this request. This amount will be colored based on the amount of Total Hours they have:
- Black - The Total Hours are not approaching Over Time
- Orange - The Total Hours are approaching Over Time (between 35-40 hours)
- Red- The Total Hours includes Over Time (over 40 hours)
- Note: If a decimal place is included in this amount, it reflects the corresponding quarter hour
4) Shift Details - The Job Code, Date, and Time Frame of the shift that is being offered
5) Claim Employee Name - The name of the Employee who is wanting to claim the shift
6) Total Hours - The total number of hours the Claim Employee will work when this request is Approved. Next to this amount, an additional number will appear with a upward arrow to show the amount of hours that the Total Hours is increased by this request. This amount will be colored based on the amount of Total Hours they have:
- Black - The Total Hours are not approaching Over Time
- Orange - The Total Hours are approaching Over Time (between 35-40 hours)
- Red- The Total Hours includes Over Time (over 40 hours)
- Note: If a decimal place is included in this amount, it reflects the corresponding quarter hour
7) Approve - This button enables the User to Approve the Claim. Once Approved, the Offer Request will close out and the screen will return to the listing of Offered Shifts
8) Deny All - This button will Deny all Claims to this shift. All Employees involved will be notified of this including the Offered Employee, who will still be responsible for this shift. Once Denied, the current request will close out and the screen will return to the listing of all Offered Shifts
Trade Shift
When the Trade icon
is tapped in the bottom tool bar, a listing of all Trade Shift Requests will populate the screen. The names of both Employees, the Location, and the desired shift changes will appear in each request line for a quick view into the request. Tap on the request to view the Trade details.
1) Employee Name - The name of the Employee wanting to Trade Shifts
2) Total Hours - The total number of hours the Employee will work when this request is Approved. Next to this amount, an additional number will appear with a downward/upward arrow to show the amount of hours that the Total Hours is reduced/increased by this request
- Black - The Total Hours are not approaching Over Time
- Orange - The Total Hours are approaching Over Time (between 35-40 hours)
- Red- The Total Hours includes Over Time (over 40 hours)
- Note: If a decimal place is included in this amount, it reflects the corresponding quarter hour
3) Shift Details - The Job Code, Date, and Time Frame of the shift that is being offered
4) Deny / Approve Buttons - These buttons will either Deny or Approve the Shift Trade. Once a response has been made, the current request will close out and the screen will return to the listing of all Trade Shift Requests
Time Off
A listing of all Time Off Requests will appear when the Time Off icon
in the bottom tool bar is tapped. The name of the Employee, the Location, and the desired dates and times will be listed in each line for a quick view into the request. When a request is selected, the Time Off Details will populate the screen.
1) Employee Details - The Employee name, Job Code, and default Location
2) Last 30 Days - The number of requests that have been Approved out of the total requests made in the last 30 Days
3) Start Date - The beginning date and time of the request
4) End Date - The end date and time of the request
5) Similar Requests - A listing of Pending or Approved requests for the same day(s) submitted by Employees who have the same Job Code(s) as the requesting Employee
6) Deny / Approve Buttons - These buttons will either Deny or Approve the Time Off Request. Once a response has been made, the current request will close out and the screen will return to the listing of all Time Off Requests
Filter Requests
Requests can be filtered by tapping the filter icon
in the top header. Once opened, the User can enter in the necessary details to view desired requests.
1) Start Date - The beginning date for the requests. An Availability Change request searches for the date submitted while other requests search for the date of the request, such as the date of the shift being traded or the date being requested off
2) End Date - The end date for the requests. An Availability Change request searches for the date submitted while other requests search for the date of the request, such as the date of the shift being traded or the date being requested off
3) Employee - The name of the Employee who made the request
4) Location - The Location of the request
5) Status - The Status of the request. Tap either 'Active' or 'Archived' for current or previously-made requests, respectively
6) Apply Filter - This button will apply the filter and display the results
7) Clear Filter - This button will remove the filter and clear the results