- Access the Time Off Request screen by doing one of the following:
- In the toolbar, click the Main Menu icon ( ).
- From the drop-down list under the Time and Attendance section, select Employee Requests.
The Employee Requests screen appears in a separate tab.
Or
- On the home screen, click Daily Operations.
- Click the Employee Request icon ( ).
The Employee Requests screen appears in a separate tab.
- If Time Off Requests is not already selected:
- From the Request Type drop-down list, select Time Off Requests.
The Time Off Requests screen appears.
- From the Request Type drop-down list, select Time Off Requests.
- If necessary, search for the employee by doing one of the following:
- Scroll through the employee list.
- In the Search field, type the name or the employee ID number.
The employee list updates as you type.
- To edit an request, do one of the following:
- Double-click an employee name.
The Edit Time Off Request dialog box appears.
Or
- Click the employee name.
- Click Edit Request.
- Double-click an employee name.
Edit the fields as necessary.
For more information, see Edit Time Off Request dialog box.Note Caution: If a request is pending or denied, the schedule does not recognize it. You must also have a paid amount entered to change the amount paid within the start and end dates on the calendar. A time off request cannot be more than 3 months at a time.
If you enter a paid time the calendar at the bottom of the screen will present the selected dates chosen. It fills the Hours field with an amount paid automatically until everyday has an amount.
Use the drop-down list to select a different job.
To fine-tune the amount of paid hours, do the following:
In the Hours field, enter the paid amount for a particular day.
You cannot exceed the amount of hours you input.If you want the employee to not be paid a certain day, click Paid. This will remove the paid hours associated with that day.
Info icon false Note: The Paid button displays the amount of paid time an employee receives for a certain day. The Off button represents the days that the employee does not get paid for time off.
If the employee works multiple jobs during the time off request,complete the following steps:
click the Add/Edit Multiple Request icon ( ) to enter paid times for multiple jobs.
The Add TOR Distributions dialog box appears.
Fields Descriptions Default Value Job From the drop down list, select a job.
The default values for this field depend on what the job of the employee. Earnings Type Type of time off. The default values for this field depend on what kind of pay type the employee has. Amount Amount of paid time off. Hours Amount of paid time off for a set amount of hours. - Fill in the fields appropriately.
- Click OK.
The Add TOR Distributions dialog box closes and adds the paid amount accordingly.
- Click OK.
The dialog box closes and the new changes are applied.
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Fields | Descriptions | Notes | ||||||
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Full Day Request | Select the check box if the request is for full workdays. | |||||||
Start Date | Date of which the employee's time off begins. | REQUIRED
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End Date | Date of which the employee's time off ends.REQUIRED |
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Start Time | Time at which the time off starts. | This field appears only if the Full Day Request check box is deselected. | ||||||
End Time | Time at which the time off ends. | This field appears only if the Full Day Request check box is deselected. | ||||||
Paid Time | Amount of hours an employee is paid. | |||||||
Time Off Type | From the drop down menu, select the type of time off.REQUIRED |
These are configurable per database in Setup > Employee > Time Off Types and not the same for all users. | ||||||
Status | Select one of the following statuses:
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Manager Comments | A manager can provide comments to an employee about the request. | |||||||
Calendar | The information in the calendar depends on your selections for the time off. The displayed fields include:
Buttons:
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Total Distributed | The total amount of hours selected for time off.READ-ONLY |
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Left To Be Distributed | The number of remaining hours after the days off have been selected.READ-ONLY |
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Buttons | ||||||||
OK | Applies the new changes to the request. | |||||||
Cancel | Cancels the request, so no changes are made. |
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