Managers and team members who have the permissions are now able to review, approve and decline team member schedules, timecards, and availability requests directly in the Team app and Dashboard app. This includes the following workflows (or a subset of them, depending on the manager’s permissions):
- Timecard Edit Requests
- Shift Cover Requests
- Shift Swap Requests
- Open Shift Requests
- Time Off Requests
Previously, managers can only review, approve/decline timecard requests on Dashboard web, making it difficult to review these requests on-the-go. With the launch of this workflow in Team app and Dashboard app, managers can now do so conveniently with a tap on their phone.
How do I use this feature?
To use this feature, ensure your “Manager” or equivalent team members have the permission in the Square team list and that those team members download the Team app or Dashboard app. In addition, make sure you’re using the latest version of Team App (v6.23) and Dashboard App (6.53) to access mobile manager approvals.
Once team members request for time off or a shift cover request, managers should get a push notification on their app to review the request. Alternatively, you can also access the request by opening the app and clicking the bell icon to access the notification center.
To configure settings so your team can approve/decline availability or timecard requests, go to your Permissions and ensure they have “Manage timecard reports” and “Manage schedules” checked.
For more information on key actions such as managing scheduling requests, see this help article.