Notifications

Updated by Leigh Hutchens

The Notifications panel is your centralized tool for managing employee requests and addressing scheduling needs directly within the Schedule view. It is designed to let you handle tasks and view the schedule simultaneously.

Accessing the notifications panel

  1. In the Schedule view, click the bell icon🔔in the upper-left corner.
  2. The Schedule will shift to the right, and the Notifications panel will open on the left side of the screen.
    • To close the panel, click the left arrow ($\leftarrow$) icon or click the bell icon🔔 again.

Organization for fast action

The panel is divided into two distinct sectionsNeeds Approval and Schedule Overview—to help you quickly prioritize tasks and separate employee requests from scheduling actions.

Section

Purpose

Manager action focus

Needs Approval

Includes all requests from employees that require your management decision (e.g., approving, denying).

Review and Respond to employee actions.

Schedule Overview

Lists items related to scheduling gaps that need to be filled or handled.

Fill and Handle necessary shift actions.

Needs approval

The Needs Approval section is your dedicated area for managing all employee-initiated requests that require a manager’s decision. Use this area to quickly review, approve, or deny actions like absence requests and shift changes to maintain operational continuity.

Notification category

Description

Absence requests

Displays absence requests sent in by employees. If the requested absence is for a partial day, the from and to times of the request are displayed.

Shift bookings

Displays shift booking requests that require your approval (e.g., an employee applying for an open shift). This also shows if an employee tries to book a shift currently owned by another person.

Shift swaps

Displays shift swap requests that require manager approval.

Shift unassignment requests

Displays shifts where employees have formally requested to be unassigned.

Shift assignment on away unit

Displays shifts for an employee working in a unit that is not their home unit, requiring approval from the employee's designated home unit manager.

Manager comments for transparency

For both Shift swaps and Shift unassignment requests, you can leave a comment in the notification panel before approving or denying the request.

  • This provides employees with a clear explanation for your decision, especially if a request is denied.
  • The comment is visible to the employee in the Qmail they receive.
  • Comments are also recorded in the relevant audit logs for future reference.

Schedule Overview

This section focuses on identifying and handling immediate coverage needs.

Unassigned shifts will not appear here if the schedule containing those shifts has not been formally published.
Taking action

To review and act on a request or a scheduling gap, simply click on the notification item in the panel.

This will immediately expand the details and present you with options for approval, denial, or assigning coverage.


How Did We Do?