UKG TLM Manager Requesting Time Off On Behalf Of Employee

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The guide explains how an employee can time off request. After submitted, the request is sent for manager/admin approval and teh time off is added to their timesheet, and accrual balances are reduced accordingly.

SUBMITTING TIME OFF REQUEST

FAQS


SUBMITTING TIME OFF REQUEST

  1. Navigate to  Team > Time > Time Off > Request

  1. Choose the employee, time off type, and Start Request

     

  2. Select the appropriate Request Details for the employee:
    1. Request Type: From the dropdown, select the type of hours to record
      • Full Day: To record one entire calendar day as Time Off (ie: 8 hours Vacation on 1/10/16)
      • Partial Day (Start/Stop): To record a specific in/out time for the Time Off (ie: 8:30a-10:30a recorded as ‘Sick’ time off)
      • Partial Day (Bulk): To record a partial number of hours as Time Off (ie: 4 hours Vacation, no in/out time recorded)
      • Multiple Days: To record consecutive days as Time Off (ie: Monday -  Wednesday)

         

  3. Date: Multiple options will become available depending on the Request Type selected

    • Date will become available if "Full Day" or either "Partial Day" types are selected. 
    • From/To Dates will become available if "Multiple Days" is selected. Enter the first day for the Time Off in From and enter the last day for the Time Off in To.
    1. Time: Multiple options will become available depending on the Request Type selected
      • From/To Times will become available if "Partial Day (Start/Stop)" is selected.
      • Total Hours will become available if "Partial Day (Bulk)" is selected.
      • Hours Per Day will become available if "Multiple Days" is selected.

     

  4. Enter comment (optional) and click Submit Request
  5. Click OK to submit confirmation

Please note: Once the |reques has been submitted, it will need to be approved/rejected by the employee's manager or company admin. This process does not automatically approve the request.


FAQS

Q: I received a pop-up warning when submitting.

A: The most common warning is regarding skipped days (based on scheduled days off). Resolve any required dates and submit.

Two possible solutions that would need to be handled by a Company Admin user or System Admin:

  1. Add a schedule for the day(s) being requested.
  2. In the Time Off section under Global Setup, check the box to populate scheduled days off. 
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