Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 64 Next »

Caution: Once you add a request, you cannot delete it later.

Add an employee request by doing the following:

  1. Access the Time Off Request screen by doing one of the following:
    1. In the toolbar, click the Main Menu icon ( ).
    2. From the drop-down list under the Time and Attendance section, select Employee Requests.
      The Employee Requests screen appears in a separate tab.
    Or
    1. On the home screen, click Daily Operations.
    2. Click the Employee Request Icon ( ).
      The Employee Requests screen appears in a separate tab.
  2. 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.
  3. Click Add Request.
  4. Do one of the following to search for an employee:
    1. Use the search toolbar to enter the name of an employee or by an employee's ID number.

    2. Click Next.
      The Add Time Off Request dialog box appears.
    Or
    • Double click an employee name.
      The Add Time Off Request dialog box appears.
  5. Fill in the fields.

    For more information, see Add Time Off Request dialog box.

    Caution: If a request is pending or denied then the schedule does not recognize it. You must also have a paid amount inputted in order 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 input an amount of time to be paid time off, the calendar at the bottom of the screen will present the selected dates chosen. It auto-fills the Hours field on each day with an amount to be paid until everyday has an amount. The job type is also displayed.

  6. Use the drop-down list to select a different job.
  7. If you want to fine tune the amount of paid hours then do the following:

    1. In the Hours field, input the paid amount for a particular day.

      You cannot exceed the amount of hours you input.
    2. If you do not want the employee to be paid a certain day click Paid, this will remove the paid hours associated with that day.

      Note: The Paid button displays the amount of paid time an employee gets for a certain day. The Off button represents the days that the employee does not get paid for time off.

  8. If the employee works multiple jobs during the time off request, complete the following steps:

    1. Click the Add/Edit Multiple Request icon ( ) to enter paid times for multiple jobs.
      The Add TOR Distributions dialog box appears.

      FieldsDescriptionsDefault 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.
      AmountAmount of paid time off. 
      HoursAmount of paid time off for a set amount of hours. 
    2. Complete the fields as necessary.

    3. Click OK.
      The Add TOR Distributions dialog box closes. The Add Time Off Request dialog box reappears.
  9. Click Finish.
    The Add Time Off Request dialog box closes and a new request is added.

Add Time Off Request dialog box

This table describes the fields found in this dialog box.

FieldsDescriptionsNotes
Full Day RequestSelect the check box if the request is for full workdays. 
Start DateDate of which the employee's time off begins.REQUIRED
End DateDate of which the employee's time off ends.REQUIRED
Start Time

Time at which the time off starts.

This field appears only if the Full Day Request check box is deselected.
End TimeTime at which the time off ends.This field appears only if the Full Day Request check box is deselected.
Paid TimeAmount of time for paid time off in hours and minutes.Default: 0.00.
Time Off Type

From the drop-down menu, select the type of time off. These are configurable per database in Setup > Employee > Time Off Types and not the same for all users.

REQUIRED
Status

Select the status to one of the following:

    • Pending
    • Approved
    • Denied

REQUIRED

Default: Pending.

Manager CommentsA manager can make comments to the employee about the request. 
Calendar

The information in the calendar depends on your selections for the time off. The displayed fields include:

    • Earning Type
    • Hours
    • Status
    • Add/Edit Multiple Request ()

Buttons:

    • Paid—Displays the amount of paid time for a certain day.
    • Off—Displays time off that the employee does not get paid for.
 
Total DistributedThe total amount of hours selected for time off.READ-ONLY
Left To Be DistributedThe amount of hours that has not be used up from the selected days off.READ-ONLY
Buttons
FinishAdds a new request for a specific employee. 
CancelCancels the new employee request. 

 

 

  • No labels