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Online special requests set up

Make managing your staff's work and time off requests quick and easy. Let staff submit requests directly at Amion.com. Import requests from Amion to your OnCall application. Build schedules according to approved work requests.


Set up requests

  1. In OnCall, check that you have email addresses entered for your staff. If not, learn to enter email addresses.

  2. Go to File in menu bar along the top and select Preferences / Amion Requests. Enable the options that you desire.

  3. Go to your online Amion Administrator page. To get there, go to File / Publish to Amion and click Admin. login.... Once on your Amion Administrator page, locate the email section. Click on the drop-down box and select Work preference forms. Select the month you want your staff to begin submitting requests for. Enter a note message for additional instructions, such as a due date. Click Email to send.

    The email sent to your staff has your note and a link to their requests calendar at Amion.com. Each person once on their Work Preference calendar page may add, review and modify their work and time off requests. They may also set a personal password at the bottom of the calendar to get back to their requests calendar via the smiley face icon , rather than using the email link.


Use requests

  1. Retrieve - To retrieve submitted requests, open your OnCall schedule. Click on the Work Preference icon on the main toolbar. Then click the smiley face with sunglasses icon to import NEW requests.

    In addition, right-click on the smiley face icon for additional options such as enable automatic importing, flag new requests, import all requests for entire year, and toggle between calendar and table views.

    If you do not have a Smiley face icon, or if you do not have the additional import options, update your copy of OnCall.

    ALTERNATIVELY - you may retrieve requests from your online Amion Administrator page. Go to File / Publish to Amion and click Admin. login.... Click the link Get staff requests…. Review the instructions for copying and pasting requests into OnCall. The page also includes a link to view requests for first-come-first-served prioritizing.

  2. Review - Review the requests in OnCall on the Work Preference page. By default, you view one person’s requests at a time in calendar format. Use the infobox to change staff calendars. To get an overview of all staffs' requests at once, hold CTRL key and click on the Work Preference icon. Select table format.

    Requests appear as the following:

    • X An unavailable red X = The person is unavailable to work the entire day.

    • A green check with numbers = The number reflects the number of shifts the person can work that day. To review the specific shift the person cannot work, click on the drop-down box on the main toolbar. Select the option Select by shift.

    • A yellow diamond hollow note icon = Hover over the note icon to read the message.
  3. Approve/Deny - To deny requests, double-click on the red X to remove it from the cell. To approve requests, click the drop-down box on the main toolbar. Select Vac, then double-click on the red X. The Vac replaces the red X in the cell.

    Right-click on a time off request or note in a cell to view more options. OnCall does not automatically notify staff of their approved or denied requests.

    You may customize the time off options in the drop-down box on the main toolbar. Go to File / General Setup / Services. Enter the time off service name. Uncheck off schedule box and click the Add button. The time off service appears below in orange text.

  4. Build - When building your schedule, your Infobox provides several staffing list options. Select the green check in the Infobox toolbar to view only available staff. (Note: the Autoscheduler pulls from this list only). Select the multiple horizontal line icon to view all staff. Unavailable staff appear in the list, but have a red X next to their name. Hover over the red X to learn the reason of their unavailability.

    Schedules built prior to entering work preferences remain the same in the calendar. However, a red X appears next to staff members who requested that day off in the schedule.

 

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