Creating Time Off For an Employee
- 01 Oct 2024
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Creating Time Off For an Employee
- Updated on 01 Oct 2024
- 3 Minutes to read
- Print
- DarkLight
- PDF
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This article reviews creating time off requests on the Time Off tab of the Manager Tools page.
In the event that an employee does not have access to the R365 Mobile App to submit a time off request, users with access to Manager Tools can create a time off request for the employee.
The form for creating a time off request is different depending on whether or not PTO Accruals is enabled. When PTO Accruals is enabled, a PTO accrual rule will be selected and balances can be reviewed. When PTO Accruals is not enabled, a reason will be selected and no PTO balances are provided.
Creating an Employee Time Off Request (PTO Accruals Not Enabled)
To create an employee time off request when PTO Accruals is not enabled, follow these steps:
1) From the Manager Tools page, click the +Create button in the top right corner of the page.
2) From the dropdown menu, click Time Off.
3) Select the desired employee.
4) Ensure all locations associated with the employee are selected.
When an employee has access to multiple locations, users can select one, multiple, or all locations to submit the time off request for. The default selection is the employee's primary location.
5) Enter the start date and end date of the request.
6) If the request is not for the entire day, toggle All Day to off to select specific hours for the request.
When the All Day toggle is on, the time off request will be for the entire calendar date selected. The default for this toggle is 'On.'
For multi-day requests, the All Day toggle is always on and cannot be toggled off.
7) If the All Day toggle is off, enter the start time and end time for the request.
8) Enter the reason for time off; 'Personal', 'Jury Duty', or 'Vacation'.
9) Enter employee notes (optional).
If the reason selected is 'Personal’, the Employee Note section is required.
10) Click Create.
Checking the 'Create Another' box before clicking 'Create' will automatically open a new Time Off Request form once the current one is completed.
If the employee time off request exceeds the location's time off request limits, the user will be notified that the limit has been reached once 'Create' is clicked.
Click Proceed to create the request and override the limit.
Creating an Employee Time Off Request (PTO Accruals Enabled)
To create an employee time off request when PTO Accruals is enabled, follow these steps:
1) From the Manager Tools page, click the +Create button in the top right corner of the page.
2) From the dropdown menu, click Time Off.
3) Select the desired employee.
4) Select the time off type (PTO accrual rule) to associate with the request.
Only PTO accrual rules assigned to the employee can be selected.
5) Enter the start date and end date of the request.
6) If the request is not for the entire day, toggle All Day to off to select specific hours for the request.
When the All Day toggle is on, the time off request will be for the entire calendar date selected. The default for this toggle is 'On.'
For multi-day requests, the All Day toggle is always on and cannot be toggled off.
7) If the 'All Day' toggle is off, enter the start time and end time for the request.
8) Enter employee notes (optional).
9) Review the employee's balances for the selected PTO accrual rule and times.
10) Click Create.
Click 'Create'.
Checking the 'Create Another' box before clicking 'Create' will automatically open a new Time Off Request form once the current one is completed.
If the employee time off request exceeds the location's time off request limits, the user will be notified that the limit has been reached once 'Create' is clicked.
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