Adding A New Absence Or Time Off Request
Employees who qualify for time off and have accrued hours into their time banks can submit time off requests from the calendar page. To submit a new time off request, follow these steps...
1. Select the calendar page, 'My Time off' tab, then select the 'Request time off' button.
2. The request time off details window will then open up. Fill out the following prompts to fit your desired request.
-Absence Code: Select the applicable absence code that best fits your request reason.
-Time Bank: Select the desired time bank you want the hours used to be deducted from.
-Calendar: Select the date(s) being requested.
-Hours: Edit the amount of hours to be used per day. They will default at 8 hours but can be manually adjusted.
-Comment Field: You can add an optional comment that will be visible to the approving manager.
-Add Documents: Attach optional documents to the request entry for the approving manager to review.
3. After making your selections, click on the 'Request Hours' button to save the request.
After your request is submitted, a notification will go to your assigned manager/supervisor. If one is not assigned then the request will go to the account owner by default.
After a request is approved or denied, you will receive an email to notify you of the approval status. You can also check the calendar page at any time to view the requests current approval status. All requests are color coded to help you quicky identify the requests current approval status.
NOTE: Any hours you request off will not count as 'used' hours until the day off is approved and actually occurs. You will see the hours move from your 'available' balance into the 'used' balance the day after your scheduled day off.
If you do not have enough hours accrued to cover your request and a negative balance is not allowed as dictated by the time off policy configuration settings, then there will be a red warning message notifying that the request cannot be saved.
Canceling A Time Off Request
Employees can cancel a time off request if needed, as long as you cancel the request before the scheduled day off occurs.
To cancel a time off request, follow these steps...
1. Head to the calendar page/ My Time Off tab. Then find and select your request on the calendar to open the request details window.
2. Next, select the cancel button.
3. A new window will open, asking you to confirm the cancelation. When ready, select 'Yes, Cancel request' to finalize the cancelation.
If you ever need to cancel or void out a request after the scheduled date already passes, please contact your supervisor, an admin or the account owner for assistance.
Editing An Existing Time Off Request
Currently, employees are not able to make edits to an existing time off request. If you ever need to change a requests date, absence code, time bank to be used or anything else, please cancel the request and submit a new one with the needed corrections.