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View and Manage Approval Requests
If your admin has set up an approval process for shift assignments, planners can review pending approvals directly from the Schedule Manager.
Click View Approval Requests at the top of the Schedule Manager page to open the approval queue in a new tab. From there, planners can approve, reject, or reassign shifts.
Click the gear icon (Open settings) in the top-right corner of Schedule Manager to open the Adjust View panel.
| Setting | Description |
|---|---|
| Show Territory Time Zone | When enabled, shift times display in the service territory's local time zone. When disabled, shifts display in the logged-in user's time zone. |
| Capacity Plan | Link a Capacity Plan to populate the Required Staffing row with forecasted staffing targets. Select a plan from the dropdown, or select No Plan to hide required staffing data. |
| Group by Service Territory | Toggle to switch between grouping service resources by territory or displaying a flat list of all service resources. |
| Hide Net Staffing | Toggle to show or hide the Net Staffing comparison summary component at the top of the calendar grid. |
Relationship to Shifts App
All shifts created or modified in Schedule Manager are the same Shift records accessible from the Shifts app in the App Launcher. Planners who use the Shifts table view, Mass Shift Update, or Batch Assign tools continue to work with the same data. The Schedule Manager is an additional visual entry point to the same shifts, not a separate system.
Existing customers using the Shift Manager scheduler view (available in the Shifts app by switching to schedule view) can access the same scheduling capabilities through the Schedule Manager UI with the added benefit of staffing metrics, Day View, and Job Profile grouping.
