- Click the hamburger menu
button in the top left
- Select the team icon
then navigate to Time > Time Off > Request
- Click the lookup list icon
under the Employee field to select the employee you are submitting the request for
- Click the lookup list icon
under Time Off Type field to select the time off for the request (Sick, Vacation, PTO, etc)
- Click
- Select the appropriate Request Details for the employee:
- Request Type: From the dropdown, select the type of hours to record
- Full Day: To record one entire calendar day as Time Off (ie: 8 hours Vacation on 1/10/16)
- Partial Day (Start/Stop): To record a specific in/out time for the Time Off (ie: 8:30a-10:30a recorded as ‘Sick’ time off)
- Partial Day (Bulk): To record a partial number of hours as Time Off (ie: 4 hours Vacation, no in/out time recorded)
- Multiple Days: To record consecutive days as Time Off (ie: Monday - Wednesday)
- Date: Multiple options will become available depending on the Request Type selected
- Date will become available if “Full Day” or either “Partial Day” types are selected. Enter the date for the Time Off being requested
- From/To Dates will become available if “Multiple Days” is selected. Enter the first day for the Time Off in From and enter the last day for the Time Off in To
- Date will become available if “Full Day” or either “Partial Day” types are selected. Enter the date for the Time Off being requested
- Time: Multiple options will become available depending on the Request Type selected
- From/To Times will become available if “Partial Day (Start/Stop)” is selected. Enter the start time to begin the Time Off in From and enter the end time for the Time Off in To
- Total Hours will become available if “Partial Day (Bulk)” is selected. Enter the number of hours to request off in Total Hours
- Hours Per Day will become available if “Multiple Days” is selected. Enter the total number of hours per day for the Time Off
- From/To Times will become available if “Partial Day (Start/Stop)” is selected. Enter the start time to begin the Time Off in From and enter the end time for the Time Off in To
- Request Type: From the dropdown, select the type of hours to record
- Comment: To enter a comment for the Manager to review about the request
- Select
when all required settings are selected
- Once a request has been submitted a confirmation message will be received
- If there are any errors/warnings with the request, a popup will appear. The most common notification is regarding skipped days (based on your scheduled days off).
- If there are any errors/warnings with the request, a popup will appear. The most common notification is regarding skipped days (based on your scheduled days off).
- Now that the Time Off Request has been submitted on behalf of the employee, it will need to be approved by the employee’s Manager/Admin. This process does not automatically approve the request.