Filters allow you to organize how to view incoming approvals.
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 is not specified.
- Manager is set to self.
Filter Approval Requests
Note: The available filtering options will be determined by your system configuration.
To filter your approval requests:
- Tap the filter button to open the filter screen.
- Make your selection from the following filter options:
- Date Range: Enter a start and end date by tapping the From and To fields.
- Status Types: Statuses include Pending, Cancellation Pending, Approved, Denied and Canceled.
- Approval Types: Approval types include Availability, Overtime Banking, Shift Trades, Unfilled Shift Trades, and Time Away from Work.
- Locations: Tap to open a list of locations to choose from.
- Employees: Tap to open a list of employees to choose from.
- Manager: Tap to open a list of managers to choose from.
- Jobs: Tap to open a list of jobs to choose from.
- Departments: Tap to open a list of departments to choose from.
- Pay Groups: Tap to open a list of pay groups to choose from.
- Pay Policies: Tap to open a list of pay policies to choose from.
- Time Off Reasons: Tap to open a list of time off reasons to choose from.
- Include New Hires: Tap to select whether to include new hires.
- Actionable Only: Tap to select whether to only include actionable items.
- Reset: Tap to reset the filter back to the default options.
- Tap Apply Filters to save your filter.