Employees can submit time off requests from the R365 App. When an employee needs a certain time period blocked off their schedule, they can submit a time off request for manager approval. If the request is approved, the day(s) and time(s) submitted by the user will be blocked off on the employee schedule, and the employee will be considered unavailable for shifts.
How to Request Time Off
To request time off follow these steps:
Click steps to expand for additional information and images.
1) Navigate to My requests from the bottom tab bar More menu
2) Tap the Create button to create a new request.
3) Tap Time off to create a new time off request.
4) Select a time off type.
Users will be able to select whether the time off is for any of the following:
Vacation
Personal
Jury Duty
When PTO accruals is enabled, users will be able to select from their applied rules.
5) Use the All day toggle to switch between all day and partial day requests.
6) Tap the Start date section to make the date and time selections for when the time off request is to begin.
7) Select a date by tapping a day on the calendar.
8) For partial day requests, tap the time to adjust.
9) Tap the End date section. Then, repeat steps 7 and 8 to set an end date and time.
10) Enter any notes, if applicable.
The notes section can be used to give more context to the request. Any notes written here will be visible by the approving manager.
11) Tap submit request to submit the request for manager approval.
12) Users will be notified that request has been submitted.
Time Off Request Status
Users can track all their time off requests in the Outgoing tab of the My requests screen.
Request Details Screen
Tapping a time off request will open the Request details screen. This screen shows the details about the request as well as the request status. Learn more about Time off request details or Time off request with accruals details.
Users can also tap Cancel request to cancel the request.
Time Off Request Status
Pending time off requests will be labeled with Pending Manager Approval. These requests have not yet been approved or denied.
Approved requests will be labeled with Request has been Approved! When approved, users will not be considered available for shifts for the date/time requested.
Denied time off requests will be labeled with Request Denied by Manager. When denied, users will still be considered available for shifts for the date/time requested off.