Approved Web Bookings - Requesting & Approving/Declining

Before a staff member can request a shift on the web portal empty shifts will have to be uploaded. To do this go to Rota > Upload:

Clicking Rota Upload will bring up the Rota Upload box, select the rota group you want to upload and press Edit:

Change the Live rota date range 'To' date to incorporate the date range you want to publish and Press Start and press 'Save'. The 'From' dictates how far back a staff member can view their Timesheets on NetMaster:

Repeat this process for all Rota Groups you want to upload and make sure they're all ticked and all the relevant Zones are also selected. Then press 'Upload':

Click 'Publish' and your shifts will be uploaded to the web:

When staff login to the RotaMaster Web Portal, they will see a list of shifts that can be booked through Web Bookings. 

To see Web Booking shifts, staff login to the Web Portal and go to Web Bookings.

This will open up the following screen;

From here, staff can use the Date Range filter, Duty Station, Shift Group and Zone filters to find shifts that they want to work. 

Staff members tick next to the shifts that they would like to request and click the Request button at the bottom of the page.

 

Once staff have submitted their Web Bookings on the Web Portal, they will be automatically downloaded to the Accept/Reject Bookings page:

 

Select the appropriate date range to view Web Bookings for and, if required, the Rota Group, Team and/or  Duty Stations. Click the Refresh icon to ensure that changes to the filters are reflected in the main screen. The number of staff members that have requested that shift is shown in the Requests column.

Click a shift and this will show the details of each staff member that has requested that shift.

To approve a request, highlight the person that should be allocated to the shift and click on the Approve Request button  mceclip1.png

The following screen will be shown:

 

Click OK and the shift details will be shown;

 

Click Save to continue.

The Confirmed person will receive either an SMS or an Email to confirm their allocation. This can be switched from Email to SMS in Rota > Rota Settings > Rota Group Name > Web Settings;

 

Every other person that requested that shift will receive a generic email advising them that the shift was not allocated to them. If administrators would prefer to send a custom message to each person advising of why they did not receive approval for the shift, they can use the Decline function described below.

To decline the request, highlight the request and click the Decline Request button . The following screen will be shown:

 

Click Decline and the request will be deleted and an email sent to the staff member informing them that the request has been declined.

Requests can also be deleted, meaning the request can be removed without informing the staff member. To do this click the Delete Request button

The following box will be shown:

Click Yes and the request will be removed.