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
- Navigate to Team > Time > Time Off > Request
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Choose the employee, time off type, and Start Request
- Select the appropriate Request Details for the employee:
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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)
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Multiple Days: To record consecutive days as Time Off (ie: Monday - Wednesday)
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Request Type: From the dropdown, select the type of hours to record
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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.
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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.
- Enter comment (optional) and click Submit Request
- 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:
- Add a schedule for the day(s) being requested.
- In the Time Off section under Global Setup, check the box to populate scheduled days off.