Status confirmations
Confirm or refuse assignments, handle change requests, and get work to Scheduled.
Outcome
You know who still needs to confirm, how to refuse or override, and how to review a change request. Portal actions stay on the portal.
Who it's for
Planner / admin
Prerequisites
- Permission to act on Pending Actions
- A shift waiting for confirmation or a change request helps when practicing
Steps
- Open Shifts → Pending Actions (`/shifts?tab=pending-actions`), or arrive from Overview (“Pending assignment” vs “Pending request”).
- If you assigned someone, they confirm or refuse. If they applied, you approve or decline. Confirm moves the shift to Scheduled. Refuse returns it to Requested and clears the person.
- Override to Scheduled when you already confirmed by phone and the menu allows it. A company setting can skip the pending-assignment step. People-portal confirm/refuse is covered in the portal articles.
- For “Change requested”, open Review change request: approve the new details, reject (keep the original), adjust, or cancel. “Modify pending assignment” is the label before confirmation, not after Scheduled.
- After Scheduled, approve hours and send them to the Invoice Queue. Next in this cluster: breaks on shifts.