- 12 Aug 2024
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Time Off
- Updated on 12 Aug 2024
- 4 Minutes to read
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If a time off request is created for multiple locations, approving or denying the request at one location approves/denies the request for all locations.
Users cannot approve their own time off requests. The 'Approve' button will be disabled.
If the employee has already reached the location's time off request limit, the user that approves the request will be notified and prompted to confirm the approval.
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.
Time Off Grid
Field | Description | |
---|---|---|
Search | Enter two or more characters to search Location, Employee, and Status columns for the entered text. | |
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. | |
Time Off Request | Click to open the Time Off Request sidesheet. |
Time Off Grid Columns
Column | Description |
---|---|
Location Name | Location associated with the request.
|
Employee | Employee associated with the request. |
Status | Status of 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. |
Time Off Request Sidesheet
Field | Description | |
---|---|---|
Action Buttons | The buttons displayed are dependent on the status of the time off request:
Cancel Approval- Click to deny an approved request.
| |
Help Menu | This will open the Help Menu. | |
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. | |
Close | This will close the sidesheet without saving. | |
Employee Information | Details about the employee making the time off request, including:
| |
Time Off Information | Details about the time off request, including status, requested date(s), requested times, and reason.
| |
Employee Comments | Comments made by the employee when submitting the request.
| |
Manager Notes | Optional comments made by the manager when approving or denying the request.
| |
Time Off Icon | Indicates the status of the request:
| |
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.
|
Approve or Deny Time Off Requests
Requests with a status of 'Active' will have the 'Approve' and 'Deny' buttons displayed.
Follow these steps to approve or deny a request:
Click on the 'Active' request on the Time Off grid. | ||
Review the request. | ||
Enter Manager Notes(Optional).
| ||
Click 'Deny' to deny the request or 'Approve' to approve the request.
|
Cancelling Time Off Requests
Requests with the status of 'Approved' will display the 'Cancel Approval' button. Cancelling an 'Approved' time off request will remove it from the schedule.
If PTO Accruals is enabled, cancelling an approved time off request will remove the associated PTO earnings from the DSS.
Requests with the status of either 'Declined' or 'Cancelled' cannot be edited or reinstated; a new request must be submitted.
Follow these steps to cancel an approved request: