Incredibles - Scheduling Request Form

Advisor Name

Request Type

Rule Change - Use when the advisor wants to change the Start time, or shift type.

Schedule Adjustment - Use when advisor current schedule needs adjustments, Start time on a particular day, etc.

Swap/Trades/Giveaways - Use when advisor submitted a request and it was not approved yet after researching should be approved because it is within the rules for approval.

Attendance Correction - Use when Advisor is showing a error in attendance occurrences. Please email all proof to Supervisor for correction. Screen Shots, Phone number utilized to call Attendance line.

Please Use the Following Templates to submit your Request. Please Submit all Times in Central Time Zone.

Rule Change Template

- Schedule adjustment requests

Advisor Name:

Shift Type:

4x10

8x5

Split

Lunch: (30m or 1 hr)

Scheduling Window: (10hr* window you are available for scheduling between, for example a scheduling window of 1-11 may yield days scheduled 1-8:30, 2:30-9, 3:15-10:45, etc – *Note that if you are requesting a 4x10 shift we require a 12 hr scheduling window.)

Static Day Off: (whatever day you would like to have off each week)

- Schedule Adjustment

Advisor Name:

Date advisor has a issue on their schedule:

Details of the advisor request:

Swap/Trades/Giveaways

Advisor name who is trying to Swap/Trade/or Giveaway:

Advisor Name who they are attempting to Swap / Trade / Or Giveaway To:

Dates:

Other Details:

Attendance Correction Template

Occurrence:

Date (s) In Question:

Requested Action (Change/Remove):

Reason For Requested Action:

Help Desk Ticket # (If Applicable):

Phone # (If Applicable):

What Supporting Documentation did you send via email to Sup:

Please Use the Following Templates to submit your Request. Please Submit all Times in Central Time Zone.

Rule Change Template

- Schedule adjustment requests

Advisor Name:

Shift Type:

4x10

8x5

Split

Lunch: (30m or 1 hr)

Static Day Off: (whatever day you would like to have off each week)

- Schedule Adjustment

Advisor Name:

Date advisor has a issue on their schedule:

Details of the advisor request:

Swap/Trades/Giveaways

Advisor name who is trying to Swap/Trade/or Giveaway:

Advisor Name who they are attempting to Swap / Trade / Or Giveaway To:

Dates:

Other Details:

Attendance Correction Template

Occurrence:

Date (s) In Question:

Requested Action (Change/Remove):

Reason For Requested Action:

Help Desk Ticket # (If Applicable):

Phone # (If Applicable):

What Supporting Documentation did you send via email to Sup:

Please Provide the Details of your Request with Template

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