Approve availability in Humanforce WFM

Follow this guide to review and approve or decline availability requests submitted by employees in Humanforce WFM (Web).

Steps

1. Go to Management > Availability > Availability Approvals.
   The approvals grid displays all employee availability requests within the selected date range.
2. Set the From and To dates you want to review, then select Apply.
   The grid updates to show all requests within this period.

3. (Optional) Select the Filters icon to narrow the list of employees.
   You can filter by:

   • Location
   • Department
   • Role
   • Event
   • Pay Company
   • Employees reporting to me

   To focus only on outstanding requests, turn on Pending requests.

4. Review the availability requests.
   Requests may display as:
   • Full-day unavailability – shown as a red bar
   • Partial-day unavailability – shown as an amber bar
   • Pending request – shown as a dashed bar
   • Approved request – shown as a solid bar
   • Recurring availability request – shown with a circle icon
5. Double-click a request to open its details.
   The request window displays the day or pattern affected, times requested, comments, and request type.

6. Review the information and choose Approve or Decline.

   • Approved requests update immediately in the approvals grid.
   • Declined requests are removed from the grid.

   If notifications are enabled in your organisation, employees will receive a system notification with the outcome.

Your approval decision is now saved, and employees will see the updated status in their availability screen.

Additional information

• Availability approvals must be enabled before this feature can be used. For setup instructions, see Configure availability approvals.
• Once approved, managers can reopen the request to view who approved it and when.
• Approved requests can be changed to declined if required, depending on access levels.
• Availability requests also appear visually in other areas of Humanforce:
  • On the employee’s Leave/Availability calendar (pending or approved icons)
  • On the Roster grid when viewing by employee
  • On the Roster when selecting an employee for a shift