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The Employee Requests screen offers three views:
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Note: A A pending request remains in a pending status if there is a conflict or if managers do not change the status before the start date. (Todd is this accurate?)that status until it is approved, denied, or cancelled. |
Tasks performed from this screen:
- Filtering employees
- Adding a time off request
- Editing a time off request
- Importing files with multiple requests
- Responding to an availability request
- Responding to a shift request
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Caution: Changes or cancellations cannot be made after the pay period is closed. If an employee's accrual balance is negative, a warning message appears. Managers can view a past request, but the data is read-only. |
Accessing the Employee Requests screen
Do one of the following:
- In the toolbar, click the Main Menu icon (
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).- From the drop-down list under the Time & Attendance section, select Employee Requests.
The Employee Requests screen
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- appears in a separate tab.
Or
- On the home screen, click Daily Operations.
- Click the Employee Request icon (
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The Employee Requests screen appears in a separate tab.
Fields and controls on the Employee Requests screen
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| # | Fields | Descriptions | Notes |
| 1 |
| Request Type | Select the view for the Employee Requests screen. Options include:
| Default: Time Off Requests. Availability Requests/Logs and Shift Requests appear only if an employee has submitted a request through the Mobile App. | |
| 2 | Request Status | Select the request status to display:
| Default: All. |
| 3 | On or After | Displays requests from a specific date and any requests after that date. To change the date, either type a date in the field or select a date from the calendar menu. | Default: current date. |
| 4 | Filters by division, department, or job. |
| 5 |
Search | Search for employees by name or employee ID. |
| 6 |
Print/Export | Opens a menu to perform the following task: |
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| 7 | Time Off Requests Table |
The columns that appear in the table depend on which type of requests you are viewing. For field descriptions of these tables, see the following pages: |
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| Employee Request Buttons |
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| The Edit Request button is available only if an employee request is selected in the table. |
Imports a file with requests.
If a company has several employee requests entered in a file, importing the file is quicker and more efficient than manually adding the requests on the Employee Requests screen.
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