Time Off

1

Search

Enter two or more characters to search Location, Employee, and Status columns for the entered text.

2

Smart Grid Controls

From the Time Off grid, users can perform the following actions:

- Save/edit table views.

- Filter column information.

- Rearrange table columns.

- Export the table to a .csv file.

- Refresh the table.

Learn more about working with Smart Grids here.

3

Time Off Request

Click to open the Time Off Request sidesheet.

Location Name

Location associated with the request.

If an employee works at multiple locations, separate time off requests will be listed for each location associated with them. Approving or denying the request for one location will approve/deny the the request for all locations.

Employee

Employee associated with the request.

Status

Status of the request:
Active - Request has not been approved or denied.
Approved - Request has been approved.
Canceled - Request was denied or the employee canceled the request.

Start Date

Date and time that the request starts.

End Date

Date and time that the request ends.

Created On

Date that the request was created.

Created By

User and/or employee who created the request.

Modified On

Date that the request was last modified.

Modified By

User who last modified the request.

1

Action Buttons

The buttons displayed are dependent on the status of the time off request:
Deny - Click to deny the time off request.
Approve- Click to approve the time off request.

If PTO Accruals is enabled, when a request is approved, PTO earnings associated with the request will be added to the associated day's DSS.

If PTO Accruals is enabled, the Approve button will be disabled when a time off request would result in a negative balance and the associated rule does not allow negative balances.

Cancel Approval- Click to deny an approved request.

If PTO Accruals is enabled, canceling an approved DSS will remove the associated PTO earnings from the DSS.

2

Help Menu

This will open the Help Menu.

3

Full Screen

This will expand the sidesheet to fullscreen. The sidesheet can then be returned back to its original size by clicking the minimize icon.

4

Close

This will close the sidesheet without saving.

5

Employee Information

Details about the employee making the time off request, including:

• Name

• Location

• Jobs

• Number of approved requests in the last 30 days

6

Time Off Information

Details about the time off request, including status, requested date(s), requested times, and reason.

Times requested will only be displayed if the 'All Day' toggle switch is 'Off'. Otherwise, the full day is requested.

The All Day toggle cannot be turned off when the request spans multiple days.

The 'Reason' field is not displayed when PTO Accruals is enabled.

This section is locked and cannot be edited.

7

Employee Comments

Comments made by the employee when submitting the request.

If no comments were made, this section will not be displayed.

8

Manager Notes

Optional comments made by the manager when approving or denying the request.

Manager Notes are visible to the employee.

9

Time Off Icon

Indicates the status of the request:

•  - Request is in 'Active' status.

•  - Request is in 'Approved' status.

• - Request is in 'Declined' or 'Cancelled' status.

10

Balance Information

PTO accrual balance information, including:

Accrual Rule - Accrual rule applied to the request. 

Current Balance - Employee's balance for the displayed accrual rule.

Requested Hours - Total PTO hours requested. 

Remaining Balance - Total accrual balance remaining if the request is approved.

This section is only displayed when PTO Accruals is enabled.