Employees can complete a time off request using the Time Off feature.
The requested time off is deducted from your balance after the time off date. While approved time off will continue to show in your planned balances until the date arrives, validations are in place to ensure you do not have a negative balance when requesting time off in the future.
Note:
Depending on your company configuration, the dashboard may display different balances:
- Total Accrual - Time accrued to date.
- Carry Over - Hours carried over from the previous calendar year.
- Used - Time used so far in the current calendar year.
- Current Balance - Hours available for use.
- Pending Balance - Balance available after any pending requests are approved.
- Planned - Hours planned off or still in pending status.
- End of Year - Hours expected to be accumulated by the end of the calendar year.
- From the Time Off Dashboard, select Create Request.
Note:
If using the mobile app, select Time Off, and then select REQUEST TIME OFF.
- On the Request page, select the policy type and enter the start and end dates.
- Select Submit.The time off request now displays in the Planned Requests section. The request remains in pending approval status until it is approved or rejected. The time off request also appears on the History page (Time Off > History > Requests tab).
If using the mobile app, the request appears at the bottom of the Requests list on the Time Off page.
Note:
To cancel a request, select the request link from either the dashboard or the History page. When the Request page appears, select Cancel Request. If the assigned policy requires manager approval for a cancellation and notifications are turned on, then the manager receives a notification asking to approve the cancellation request.