Request Time Off

Modified on Tue, 2 May, 2023 at 1:52 PM

Request Time Off

Time Off Requests

You can request time off from several convenient areas of the solution.

Employees can submit Time Off Requests from the Time Off Request page, the timesheet, and various reports and dashboard widgets. Managers may also be able to submit Time Off Requests for their employees. Submitted Time Off Requests are available to managers to Approve or Reject through a workflow or other Time Off reports.

Time Off Request Page

The Time Off Request page provides information that helps managers and employees make informed Time Off Request decisions.

Depending on your company setup, this page may include employee accruals details, schedule information, and any restrictions related to requesting time off. Schedule and time off details for the selected employee's team are also available through Team View, if enabled.

Submit a Time Off Request from the Time Off Request Page

Use information from the Time Off Request page such as employee accruals details, time off restrictions, or team time off to make an informed time off request.

Navigation: Menu > My Info > My Time > Time Off > Request

From the Time Off Request page, at the Time Off Type field, select the applicable Time Off for the request.
Select Start Request.
The Request Time Off pop-up window appears.
At the Request Type field, select the appropriate option from the drop-down list. Additional fields display based on the Request Type selected.
Complete the remaining fields, as needed.
Select Submit Request.
The Done! pop-up window appears.
Select OK.
The Time Off Request page appears.
Note: The submitted request displays on the Time Off Request calendar. To display request details, such as the request's status, select the request on the calendar.

Submit a Time Off Request from the Timesheet

Employees can open the Time Off Request window from their timesheet.

Navigation: Menu > My Info > My Time > Timesheet > Current Timesheet

From the Timesheet Edit page, select More Actions (...).
Select Request Time Off. The Request Time Off window appears.
At the Time Off Type field, select the appropriate Time Off for the request.
Select the applicable Request Type in the Request Type field. Additional fields display based on the Request Type selected.
Complete the remaining fields as needed.
Select Submit Request.

Submit a Time Off Request from the My Accrual Balances Widget

If added to their dashboard, employees can open the Time Off Request window from the My Accrual Balances widget.

Navigation: Menu > Home

From the Home dashboard, in the My Accrual Balances widget, select Request <Time Off Name> or select the drop-down and select Request Other Time Off. The Request Time Off window appears.
At the Time Off Type field, select or confirm the applicable Time Off for the request.
Select the applicable Request Type in the Request Type field. Additional fields display based on the Request Type selected.
Complete the remaining fields as needed.
Select Submit Request.