Approving or Denying Shift Switches, Pickups and Time Off

Note: Your team member will receive a notification from Prospr once requests have been approved or denied.

Can a Manager be added to the pickup queue?

No. Managers cannot be added to the pickup queue because they already have the ability to make the assignment. When a Manager picks up the shift, it is treated as their managerial approval, so an additional approval step is not required.

Dashboard | Web

1) While on the Prospr Web App, use your menu to head to the Dashboard.

2) On the right-hand side, you'll see the “Pending Approvals” section. From there, you can select “Pickups”, “Pickup Queue”, or “Time Off” to view the current shift switches or pickups requests or time-off requests.

Note: You will not see the "Pending Approvals" section if there are no pending approvals at that time.

NEW addition: You can now filter your Approvals section by Locations by "Mine", as determined in your profile settings, or "All Locations".

Dashboard | Web | Pickups

Note: If “Allow multiple people to queue for same pickup shift” is disabled, pickup shift requests are handled on a first-come, first-served basis. Once a user submits a request for a shift, that shift will no longer be visible or available for other users to request.

• Click the “Check” button to approve the request

• Click the “X” button to deny the request

Dashboard | Web | Pickup Queue

Note: If “Allow multiple people to queue for same pickup shift” is enabled, all request to pickup a shift switch will be added to a queue. A manager or admin can then select who gets the shift

• Click the “Assign” button of the shift switch or pickup you want to approve or deny.

• Click the “Shift Card” then select the user that you want to approve for that shift switch or pickup then click the “Make Assignments” button
  

  

• To remove interested user(s) in the shift switch or pickup, click the “pen and paper”/”Edit” button

• Select the user(s) you want to remove (if there is more than one user interested in the shift), then click the “Remove Selected” button

Dashboard | Web | Time Off

Time off request information & actions:

• Conflicts: Understand if time off requests conflict with existing, published shifts.

• Time Off Taken: Hover over the checkmark for a popup of the team member's time off history. You may toggle through summaries that represent: In [current year], Past 365, All Time, or Past 30.

• Approve: Click the checkmark to approve the request.

• Deny: Click the "X" to deny the request.

• (Optional) Comment: Leave a warm wish for your team member to enjoy their time, request an adjustment, or let them know why it may be denied.

Note: Each team member will receive a notification from Prospr once any request has been approved or denied.

Dashboard | Mobile App

1) While on the Prospr Mobile App, use your menu to head to the Dashboard.

2) Tap on the "Star" icon bottom center to read the "My Day" section of the app.

3) Tap "Pending Approvals" to see the current Shift Pickup, Shift Switches, Time Off, and Shift Pickup Queue.

Note: You will not see the "Pending Approvals" section if there are no pending approvals at that time.

NEW addition: You can now filter your Approvals section by Locations by "Mine", as determined in your profile settings, or "All Locations".

Dashboard | Mobile App | Pickups

Note: If “Allow multiple people to queue for same pickup shift” is disabled, pickup shift requests are handled on a first-come, first-served basis. Once a user submits a request for a shift, that shift will no longer be visible or available for other users to request.

• Tap the “Approve” button to approve the request

• Tap the “Decline” button to deny the request

Dashboard | Mobile App | Pickup Queue

Note: If “Allow multiple people to queue for same pickup shift” is enabled, all request to pickup a shift switch will be added to a queue. A manager or admin can then select who gets the shift

• Tap the “Assign Shift” button to open the “Shift Queue” page for the shift switch or pickup you want to approve or deny.

• Tap the “Shift Card”
  

• Select the user that you want to approve for that shift switch or pickup then tap the “Done” button

• Lastly, tap the “Confirm Assignments” button

• To remove interested user(s) in the shift switch or pickup, tap the “two-person”/”Edit” button
  

  

• Select the user(s) you want to remove (if there is more than one user interested in the shift), then tap the “Remove Member” button

Dashboard | Mobile App | Time Off

Time off request information & actions:

• Conflicts: Understand if time off requests conflict with existing, published shifts.

• Time Off Taken: Hover over the checkmark for a popup of the team member's time off history. You may toggle through summaries that represent: In [current year], Past 365, All Time, or Past 30.

• Approve: Click the checkmark to approve the request.

• Deny: Click the "X" to deny the request.

• Leave a warm wish for your team member to enjoy their time, request an adjustment, or let them know why it may be denied.

Note: Each team member will receive a notification from Prospr once any request has been approved or denied.