Filters allow you to organize how to view incoming approval requests. If changes to your filter are saved, filter selections continue for the duration of the session.
Default Filter
By default, the app filters approval requests by the following:
- The approval types that are configured in the main application.
- Pending and Cancellation Pending status.
- Date range from two weeks previous, to one year ahead of the current day.
- Employee isn’t specified.
- Manager is set to self.
Filter Your Approval Requests
To filter your approval requests:
- Tap the Filter button () to open the Filter screen.
- Make your selection from the following filter options:
- Approval Type: Approval types include Overtime Banking, Unfilled Shift Bid, Unfilled Shift Trade, Availability and Shift Trade.
- Status Type: Statuses include Pending, Cancellation Pending, Approved, Denied and Canceled.
- Date Range: Enter a start and end date by tapping the Start and End fields.
- Employee Name: Tap to open the keyboard on your device where you can type in an employee name.
- Manager: Tap to open a drop-down list of managers to choose from.
- Reset to Default: Tap to reset the filter back to the default options.
- (Optional) Tap
the Plus Sign icon () to open the screen to specify the fields that you want to show and hide. Make your selection from the following:- Location
- Job
- Department
- Pay Group
- Pay Policy
- Include New Hires
- Actionable Only
- Note: You don’t have the option to hide the Date Range and Manager fields.
- Tap
the Save icon to save your filter.
Show or Hide Filter Options
To show or hide your filter options:
- Tap the Filter button () to open the Filter screen.
- Tap
the More icon () to open the screen to specify the fields that you want to show and hide. - Select from the following options:
- Location
- Job
- Department
- Pay Group
- Pay Policy
- Include New Hires
- Actionable Only
- Note: You don’t have the option to hide the Date Range and Manager fields.
- Tap
the Save icon () to save.