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In-App Help was last updated in 8.6.4 (released 10/23/2019) if you are looking for help with a feature that has been added or enhanced since 8.6.4, please check in Online Help from Help menu.
You make and track requests with the My Requests page. This topic reviews general information about the My Request page and its features.
Schedulers set which tasks you can request in Staff Manager Client. The My Requests page only displays these tasks. Managers can also limit the number of requests Clairvia Web allows per task. Tasks defined with a staff number of zero (0) in Staff Manager Client are shown on the My Requests page but cannot be selected.
You can make requests to be assigned to a task on one or more days. You can make the following types of requests.
If your profile uses the optional Block Request feature, you can also request to be blocked from working a task on a certain date. This prevents you from being scheduled to that task on that day.
You can edit or delete your requests while they are Pending or Wait Listed. After a request has been approved or denied, you can view your requests but not edit or delete them. No user can change information about any other user’s request at any time.
Important: Approved requests are not displayed in schedule views until a schedule is generated using the Approved Requests option in Schedule Editor.
Managers set which tasks you can request in Clairvia Web and define what tasks you can request during each defined period. For example, managers may set Clairvia Web so that employees may request paid time off tasks (PTO) between July 1 and October 31 for time off between the following January 1 and March 31 of each calendar year; this is called a calendar-based schedule access period.
Managers can also set employee access to requests by the start date of a schedule; this is called a schedule-based schedule access period. An example of a schedule-based schedule access period would include allowing employees to request tasks starting six weeks before the schedule start date and ending two weeks before the schedule start date. Another example would be to allow one group of employees to request a group of tasks eight weeks before the schedule start date and another group of employees six weeks before the schedule start date.
If you open the My Requests page in Weekly view at a time outside an approved schedule access period, the dates outside the period are displayed in gray. You cannot make or change requests for those dates. When the My Requests page is in Calendar view, the Request option is unavailable outside the approved schedule access period.
You should be aware that different profiles might use different access schedule periods. For example, assume an employee can make requests 60 days before the schedule start date of their primary home profile; however, the same employee is also authorized to make requests in an alternate float profile, but that profile only allows employees to make requests only 30 days before the schedule start date. The employee will only be allowed to make float requests for 30 days out for that profile. Likewise, if the float profile uses managed access to schedules, the employee will only be able to make requests during the time that their group is allowed and only for the tasks specified in that profile's managed access settings.