Time Off Balance(s)

The Time Off Balance(s) section displays the pictorial representation (either pie graph or bar graph) of your accrued, used, scheduled and available Time Off Balance(s). You can also apply for time off from here.

This section displays your accrued, used, scheduled and available Time Off Balance(s). Based on the unit settings, Time Off Balance(s) will be displayed either in pie or bar graphs.
Figure 1. Time Off Balance(s)

Figure 2. Time Off Balance(s)

Apply for Time Off

To apply time off, click , the Time Off pop-up will appear.
Figure 3. Time off

Select the type of time off you want to apply, Time Off For and Work Schedule will be automatically populated.

Select from and to dates, a section appears displaying the dates for which you wish to apply time off for. Select the required time off - full, first half, second half, or partial for each day.

Once you set the required time off for each day, the system will automatically populate the Total Days .

Applying Time Off On Behalf of Others

To apply time off on behalf of others, select an employee from the Time Off For dropdown and a shift from the Work Schedule dropdown.

Select from and to dates, a section appears displaying the dates for which you wish to apply time off for. Select the required time off - full, first half, second half, or partial for each day.

Once you set the required time off for each day, the system will automatically populate the Total Days .

Select who should get notifications from the Send Notifications dropdown.

In the Notes field, enter the reason as to why you are applying for the time off.

To view the approvers list, click the Approvers tab.
Figure 4. Approvers

To save the request, click the Save button. To send the time off request for approval, click the Send for Approval button. To cancel the request, click the Cancel button.

To self approve click the Approve button. A confirmation pop-up will appear click the OK button.

Notifications

An email will be sent to the selected persons when an employee applies for a time off.

An email will be sent to the employee and HR Administrator(s) once the time off request is approved.