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    Home New York HR Service Delivery HR Service Delivery Safe Workplace suite Workplace Safety Management Managing workplace shifts that you own

    Managing workplace shifts that you own

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    Managing workplace shifts that you own

    Review the workplace shifts that you own in Workplace Safety Management and update the shift details if necessary. You can also monitor the reservations and requests made for the workspaces associated with these shifts.

    Update details of the shifts that you own

    Review and modify the details of the workplace shifts that you own in Workplace Safety Management. You can modify the general shift details, and add or remove employees or workplaces associated with the shift.

    Before you begin

    Role required: sn_wsd_core.workplace_shift_owner

    Procedure

    1. Navigate to Workplace Safety Management > Shift Management.
    2. Click Owned by Me.
    3. Open the shift for which you want to view the details.
    4. (Optional) Modify the shift details.
      1. Edit the details on the shift form.
        Table 1. Shift form
        Field Description
        Name Name of the shift.
        Schedule Schedule for the shift.

        For a general shift schedule, select General shift.

        Owner Shift owner who monitors activities during this shift.

        If you select a different user, you will lose access to this shift.

        State Status of the shift. Choose one of the following values:
        • Draft: Indicates that the shift details are incomplete.
        • Ready: Indicates that the shift is ready for assignments.
        • Cancelled: Indicates that the shift is cancelled.
        Region Region of the workplace site.
        Site Site location of the office campus.
        Campus Name of the campus in which the office building is present.
        Building Name of the building in which the office floor is located.
        Floor Name or number of the floor where the area is located.
        Area Area that is active for operation and use during this shift.
        Note: If this shift is applicable to all office buildings on your campus, you can leave the Building, Floor, and Area fields empty. The shift and its schedule will be automatically applied to all the records of buildings, floors, and areas associated with this campus.
      2. Click Update.
    5. (Optional) Modify the list of employees assigned to this shift.
      1. In the Users related list, click Edit.
      2. Add or remove users.
    6. (Optional) Modify the list of workspaces associated with this shift.
      1. In the Locations related list, click Edit.
      2. Add or remove areas and spaces.

    Review workplace reservations for shifts that you own

    Review the workplace reservations and the reservation requests made for the shifts that you own in Workplace Safety Management. You can identify pending requests and work with your workplace manager to resolve them.

    Before you begin

    Role required: sn_wsd_core.workplace_shift_owner

    Procedure

    1. Navigate to the reservation requests from employees or workplace reservations by the workplace manager.
      ChoiceNavigation
      Reservation requests made by employees Navigate to Workplace Safety Management > Workplace Requests > All
      Reservations made by the workplace manager Navigate to Workplace Safety Management > Space Reservations > All Reservations
    2. Review all reservations requested or made for your shift.
    3. (Optional) Open a reservation record to view its details.

      If you want to make any changes to the reservation such as assigning another workspace to the employee, or changing the date of the reservation, reach out to the workplace manager to request those changes.

    4. (Optional) If you are viewing employee requests, note any requests in the Pending state so you can work with your workplace manager to resolve them.

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      Managing workplace shifts that you own

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Managing workplace shifts that you own

      Review the workplace shifts that you own in Workplace Safety Management and update the shift details if necessary. You can also monitor the reservations and requests made for the workspaces associated with these shifts.

      Update details of the shifts that you own

      Review and modify the details of the workplace shifts that you own in Workplace Safety Management. You can modify the general shift details, and add or remove employees or workplaces associated with the shift.

      Before you begin

      Role required: sn_wsd_core.workplace_shift_owner

      Procedure

      1. Navigate to Workplace Safety Management > Shift Management.
      2. Click Owned by Me.
      3. Open the shift for which you want to view the details.
      4. (Optional) Modify the shift details.
        1. Edit the details on the shift form.
          Table 1. Shift form
          Field Description
          Name Name of the shift.
          Schedule Schedule for the shift.

          For a general shift schedule, select General shift.

          Owner Shift owner who monitors activities during this shift.

          If you select a different user, you will lose access to this shift.

          State Status of the shift. Choose one of the following values:
          • Draft: Indicates that the shift details are incomplete.
          • Ready: Indicates that the shift is ready for assignments.
          • Cancelled: Indicates that the shift is cancelled.
          Region Region of the workplace site.
          Site Site location of the office campus.
          Campus Name of the campus in which the office building is present.
          Building Name of the building in which the office floor is located.
          Floor Name or number of the floor where the area is located.
          Area Area that is active for operation and use during this shift.
          Note: If this shift is applicable to all office buildings on your campus, you can leave the Building, Floor, and Area fields empty. The shift and its schedule will be automatically applied to all the records of buildings, floors, and areas associated with this campus.
        2. Click Update.
      5. (Optional) Modify the list of employees assigned to this shift.
        1. In the Users related list, click Edit.
        2. Add or remove users.
      6. (Optional) Modify the list of workspaces associated with this shift.
        1. In the Locations related list, click Edit.
        2. Add or remove areas and spaces.

      Review workplace reservations for shifts that you own

      Review the workplace reservations and the reservation requests made for the shifts that you own in Workplace Safety Management. You can identify pending requests and work with your workplace manager to resolve them.

      Before you begin

      Role required: sn_wsd_core.workplace_shift_owner

      Procedure

      1. Navigate to the reservation requests from employees or workplace reservations by the workplace manager.
        ChoiceNavigation
        Reservation requests made by employees Navigate to Workplace Safety Management > Workplace Requests > All
        Reservations made by the workplace manager Navigate to Workplace Safety Management > Space Reservations > All Reservations
      2. Review all reservations requested or made for your shift.
      3. (Optional) Open a reservation record to view its details.

        If you want to make any changes to the reservation such as assigning another workspace to the employee, or changing the date of the reservation, reach out to the workplace manager to request those changes.

      4. (Optional) If you are viewing employee requests, note any requests in the Pending state so you can work with your workplace manager to resolve them.

      Tags:

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