Create Scheduling Requests on Behalf of Employees
Learn how to submit scheduling requests on behalf of employees using the Jolt Web Portal.
Prerequisites:
Admins must have one of the following access levels: Location Website Admin, Content Group Admin, or Company Admin.
Note: Admins cannot delete or edit requests to protect employee privacy.
Steps to Create Scheduling Requests:
Log In:
Access the Jolt Web Portal and navigate to Scheduling > Availability.
Select Unavailable to Work:
Click on the Unavailable to Work tab. Requests for preferred work times can be submitted in the same manner as unavailability requests.
Create New Request:
In the upper right corner, click +New.
Choose Employee:
Select the employee for whom you are submitting the request. You can only choose one employee at a time.
Select Days:
Tap to choose the days of the week the employee will be unavailable.
Mark Unavailable Days:
Tap on the specific days that the employee is unavailable.
Set Times:
The default setting is All Day. If you need to specify a narrower timeframe, turn off the All Day option.
After turning off All Day, a timeframe field will appear. Click on the default time to edit it.
Input Timeframe:
Enter the Start and End times for when the employee is unavailable.
Provide Reason:
Fill in the reason for the request in the text box provided.
Save Request:
Click Save to submit the request.
FAQs
Q: Can I submit multiple requests for the same employee at once?
A: No, you can only select one employee and submit one request at a time.
Q: Can I edit or delete a request after it has been submitted?
A: No, admins are not able to edit or delete requests to maintain employee privacy. Employees must make any changes themselves.
Q: What should I do if the employee's availability changes?
A: Submit a new request with the updated availability. Previous requests will remain unchanged.
Q: How do I know if the request was successfully submitted?
A: After selecting Save, the request should appear in the employee’s availability records. You can confirm its submission by checking the availability list.
This guide will help you efficiently create scheduling requests on behalf of employees, ensuring proper handling of availability and time off.