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

Add an employee time off 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 select an employee:
    1. In the search field, type either the name of an employee or the 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. Complete the fields.

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

    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 an amount of time to be paid as 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. (Optional) Use the drop-down list to select a different job.
  7. If you want to fine-tune the amount of paid hours, 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 removes the paid hours associated with that day.

      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.

  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 for this dialog box.

FieldsDescriptionsNotes
Full Day RequestSelect the check box if the request is for full workdays. 
Start DateDate on which the employee's time off begins.

Required.

End DateDate on which the employee's time off ends.

Required.

Start Time

Start time of the time off request.

This field appears only if the Full Day Request check box is deselected.
End TimeEnd time of the time off request.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. 


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:

    • 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 number of remaining hours after the days off have been selected.

Read-only.

Buttons
FinishAdds a new request for a specific employee. 
CancelCancels the new employee request. 





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