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Swap Approval

Marina Farazi
  • Updated
This Workflow/functionality is intended for Admin & Business End-Users.
Ιf you are interested in establishing the Advanced Features 
module, please contact us for help.

Supervisors or Admins can Approve or Reject swap requests and dropped assignment pickups submitted by the employees.

See Advanced Features: Swapping for more information on the supported admin workflows.
See Swapping: Employee Workflows for instructions on the employee workflows.

1. Navigate to the Home Page by selecting the Indeavor diamond icon in the upper left corner of any Indeavor screen:
2. Click on Advanced Features.
3. Click on the Swap Approval icon scheduling-app-24dp_1.png from the menu on the left side.
4. Select Past or Future Period from the drop-down menu.

Note: Swaps in the past status can’t be approved or rejected, because some part 
of them is in the past.

5. Select Pending Approval, Approved, or Rejected from the Status drop-down menu

  • Pending Approval: In this status, the supervisor/admin would see accepted swaps by the employees and assignments that are dropped and picked up by at least one employee.
    1. Approving/Rejecting swaps
      Approved: The assignments are exchanged. The employees will see that it's approved in Indeavor Engage
      Rejected: The swap is rejected. The employees will see that it's rejected in Indeavor Engage
    2. Approving/Rejecting picked up dropped assignments
      Approved: The employee who picked up the assignment can see that it’s approved in Indeavor Engage. The employee who dropped the assignment can see that it’s approved in Indeavor Engage. The rest of the employees who tried to pick it up will have their requests rejected, and they can see this status in Indeavor Engage
      Rejected: The dropped assignment is rejected. The employees can see that it’s rejected in Indeavor Engage
    3. Approving/Rejecting picked-up dropped assignments with conditional leave requests
      Approved: The employee who picked up the assignment can see that it’s approved in Indeavor Engage. The employee who dropped the assignment and requested the conditional leave can see that both are approved in Indeavor Engage. The rest of the employees who tried to pick it up will have their requests rejected, and they can see this status in Indeavor Engage
      Rejected: The dropped assignment is rejected, along with the leave request, the employees can see that it’s rejected in Indeavor Engage
  • Approved: In this status, the supervisor/admin can’t perform any actions. They simply can see the swaps that were approved and they can see when it was approved and by whom
  • Rejected: In this status, n this status, the supervisor/admin can’t perform any actions. They simply can see the swaps that were rejected and they can see when it was approved and by whom.

Definitions

Approve - to approve a swap and execute the trade
Reject - to reject the swap and not execute any trade
Period - Past or Future. This is based on “now”. If any swap has an element of it (i.e. an assignment) that begins in the past from now, it will show up in the past status. Swaps in the past status can’t be approved or rejected, because some part of them is in the past. Swaps in the future status can be approved or rejected.
Offered - a status that shows on the swap card of the employee who offered/started the trade.
Dropped - a status that shows on the dropped assignment card of the employee who dropped the assignment
Accepted - a status that shows on the swap card of the employee who accepted the trade
Picked Up - a status that shows on the dropped assignment card of the employee who picked up the dropped assignment

 

 

 

 

 

 

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