Submitting a Request to Work

Complete the following steps to submit a request to work:

1. From Employee screen, select the Request to Work option in the left pane.

2. Enter a Start Date and End Date to define the date range to search for a schedule opening.

   Note  

   The resulting list includes the schedules that fall within the Request to Work Period, which is based on settings from the organization unit's Staffing Configuration and define the time frame when you are able to submit requests to work.

3. In the Display Result field, select whether to group the resulting schedule options by schedule Date or by Organization Unit.

4. To include only certain activity codes, enter a value in the Activity Code field.

5. To include only schedules in specific Organization Units (and children organization units), enter the values in the appropriate fields.

6. Click the Search button.

   The results list shows all unfilled schedules that the employee is qualified to work. This list is divided into cards sorted by either date or by organization unit, depending on the option chosen.

   Note  

   If there are no available schedules during the indicated date range, a message is displayed:

7. Click the card arrow on the record to expand a card and view the activity code/profile options available.

8. To select a schedule, click the box to the left of the record. Clicking on this box alternately adds and removes the selection check mark.

9. A Comment can be entered to give the reason the request to work is being submitted. This field is optional.

10. Click on the Save button to save the record.

11. A validation process is run to verify that no scheduling rules are violated by accepting the schedules, such as overtime or license qualifications. The rules verified are determined by the Request to Work Selection Style selected in the Staffing Configuration screen of the organization unit of the schedule.

    • If a validation message error message is displayed, the request can be canceled by clicking on the Cancel button.

    • Authorized employees can override the validation message by clicking on the Continue button. If an employee is not authorized to override the validation, the Continue button is not displayed.

    • The employee's ability to override the validation is determined by the authorization roles of the employee, and the severity of the error message.

12. If no error messages are generated, or the error is overridden, a Request to Work is submitted.

    • Supervisors receive a notification that a Request to Work has been submitted.

    • A record is added to the Request to Work screen in the employee's record.

    • A record is added to the employee's Home Page > My Request to Work screen.

    • A record is added to the employee's TCS > Requests screen.

    • A record is added to Actions > Approval > Requests to Work.

13. Supervisors handle the request through the Request to Work screen. See the Actions > Approval > Requests to Work documentation for more details on handling these requests.

14. If the request is approved, the schedule is added to the Schedule screen of the related organization unit and to all other schedule screens where the employee is included.

Depending on the page displayed, the following fields may be available. Click on the link to navigate to the description. Activity Code Comment Display Result End Date Organization Unit Profile Start Date Schedule Date

Activity Code

Limits the available schedules by the activity code assignment of the schedule.

Comment

Free-form text field for entering any information on this request.

Display Result

Determines whether the resulting schedule options should be sorted by date or by organization unit. The results are listed on cards by this option.

End Date

The last date of the range to search for needs by the Request To Work screen. When no value is entered, no value is displayed on the search screen and the 'calculated' value of the Request to Work End Date is used in the search.

Organization Unit

Limits the search results to schedule assignments that include the specified organization unit and its children. The organization units available and the labels displayed depend on the configuration of the corporation.

Profile

The profile code associated with the requested schedule. Built into the profile are the position, station, and skill requirements.

Start Date

The earliest date of the date range to search for available schedules. When no value is entered, today's date is used as the start date value.

Schedule Date

The calendar date the schedule is to occur.