Schedule Approval Process

Labor Management includes a review and approval process for schedules. Each schedule profile includes the ability to configure approval and automatic approval settings.

Blank

The schedule for a labor period begins without an approval status and can be generated, edited, and saved by any authorized employee.

When an authorized employee clicks Submit in a schedule editor:

  • If automatic approval is not enabled, the approval status changes to Pending.

  • If automatic approval is enabled, the approval status changes to Approved or Rejected.

Pending

A schedule in the Pending state cannot be changed.

Authorized employees can change the status to Approved or Rejected.

Rejected

The system does not implement a schedule in the Rejected state. Authorized employees can edit, save, and submit a rejected schedule.

Approved

A schedule in the Approved state cannot be changed, and the system implements and enforces the shifts in an approved schedule. Authorized employees can then:

  • Send the schedule by email.

  • Make changes to the schedule, and then click Publish to submit the changed schedule for review. The system continues to enforce the approved schedule.