Send a week's rota to an approver, keep an eye on it while it's waiting, and act on their feedback if they send it back.
How do I send my schedule for approval?
Open the schedule for the week.
At the top right, select the arrow on Publish schedule (1), then select Submit for approval (2).
Then, in the drawer that opens:
Check any compliance issues and your Pending Changes (1).
Under Send to, choose your approver (2).
Optionally, add a Note for your approver (3).
Select Confirm (4).
What's in the Submit for approval drawer?
Compliance issues: if your business uses the compliance assistant, any issues are listed at the top, with the employee, day, rule and what's wrong (for example, a shift paid below the minimum wage). Review these before you send.
Pending Changes: the shifts you've added or removed since the last version, grouped by department. Expand a department to see the shifts.
Send to: everyone who can approve schedules at this location.
Note: an optional message for your approver.
If you're resending a schedule that was sent back or withdrawn, the drawer is called Resubmit for approval. It works the same way.
What happens after I send it?
The schedule's status changes to Pending (1), and your approver gets an email. A banner at the top of the schedule shows the version you sent, waiting on approval. Select Show submitted changes (2) to see what you sent.
Editing any shift while the schedule is pending withdraws your submission and starts a new draft.
Can I take it back?
Yes. Select Withdraw submission (3) on the banner, or select Review > Back to draft. The status changes to Withdrawn, the schedule returns to you so you can keep editing, and you can send it again later.
What if my schedule is sent back?
Your approver can reject the schedule with a note saying what to change. A panel at the top of the schedule shows the version they reviewed, with the Note from the approver, What the approver changed and any Compliance changes (1).
Make the changes on the schedule.
Select the arrow on Publish schedule, then Submit for approval.
In the Resubmit for approval drawer, check Pending Changes to make sure you've covered the feedback, and choose your approver under Send to.
Select Confirm.
When is my schedule live?
Only once it's approved and published. Your team doesn't see it before then. See Approving and publishing schedules at Nory.