Time Off - Calendar, Request
Time Off Calendar
All approved time off records, if allowed, will be displayed in the time off calendar. Different colors will indicate different time off types, according to what you have set up in your time off types setup.
- Navigate to Time Off > Calendar.
- Click on an employee to view their balance. You change review their balances for different time off types using the dropdown provided.
- Return to the calendar and hover over a color block in the calendar to view which time off type it is.
- Click on the color block to view the time off request in detail. You can also click the “Approval History” button to review when the request was submitted and approved.
- To reject this approved request, click “Reject”. You will need to provide a reason for this rejection. If this was your time off request, you can also click “Request Cancellation” to cancel the request.
If you are cancelling a request, the approver of your time off must acknowledge the cancellation and ‘approve’ of the cancellation. If the approver does not approve, the time off request will remain approved.
Creating a Time Off Request
With the correct permissions, you can request time off for yourself or on behalf of a different employee.
- Navigate to Time Off > Calendar or Time Off > Requests.
- Click “+ New” to create a new time off request.
- Enter all required fields.
Field Name | Description |
“Request For” | Identifies who the request is for – either yourself or on behalf of someone else. |
“Leave Type” | Identifies which time off type is used. |
“Partial Day?” | Identifies if this request is a partial day or not. If yes, you will be required to enter the number of hours per day. This option is only available if the select time off type is in ‘days’. |
“From” | If the time off type is in ‘days’, identifies the first date of the request. |
“To” | If the time off type is in ‘days’, identifies the last date of the request. |
“Day(s)” | If the time off type is in ‘hours’, identifies the date of the request. |
“Hours” | Identifies the number of hours per day that relates to the request. |
“Comments” | An optional field to enter any comments for the request. |
- Click the send button to submit your time off request.
Cancelling a Time Off Request
If your plans change, you can cancel your own time off request. With the correct permissions, you may be able to request a cancellation of a time off request on behalf of someone else.
Cancelling a time off request in a timesheet period in which the timesheet was already approved will revert the timesheet status back to ‘draft’. The timesheet must be re-submitted for approval.
- Navigate to Time Off > History.
- Select the time off record that you want to cancel.
Use the filters provided to easily find the request you are looking to cancel!
- Click “Request Cancellation” to cancel your time off request.
To cancel a time off request, the approver of your time off must acknowledge the cancellation and ‘approve’ of the cancellation. If the approver does not approve, the time off request will remain approved.
Approving or Rejecting a Time Off Request
You can only approve or reject a time off if you are the approver for an employee’s time off.
- Navigate to Time Off > Requests.
- Select the time off request you want to approve or reject.
- To approve the time off request, click “Approve”.
- To reject the time off request, click “Reject”. You will be required to enter a reason for the rejection.
Mass-Approving or Rejecting a Time Off Request
You can only approve or reject a time off if you are the approver for an employee’s time off.
- Using the checkboxes next to each time off request, tick the requests you want to mass-approve or mass-reject.
- To approve the selected time off requests, click “Approve”.
- To reject the selected time off requests, click “Reject”. You will need to enter a reason for the rejection.
