Using the PTO Entry Modal in the New Employee User Experience

The PTO Entry Modal is the new user experience absence request form. This is used to submit absence requests. Employees can enter the form from the Employee Landing Page or from the Employee Time Off Overview form. The Time Entry Modal may be opened in the following ways:

  • + New Time Off button in the Employee Landing Page header
    • Opens a new PTO Entry Modal
    • Defaults Employee Number
    • All other fields are editable
  • Hyperlink on the Report Date in the My Time Off panel of the Employee Landing Page
    • Defaults Employee Name and number and all the absence request related information into the PTO Entry Modal form
    • All fields are editable when the request is pending
    • All fields except Employee Comments are read only once the request is approved
    • All fields are read only once the request is taken
  • + New Time Off button in the Employee Time Off Overview header
    • Opens a new PTO Entry Modal
    • Defaults Employee Number
    • All other fields are editable
  • Click on a blank area on a day in the calendar array on the Employee Time Off Overview form
    • Employee Number and selected report date default in
    • Request Type defaults to Full Day
      • If type changed to Partial absence start and end fields are displayed
    • Request Status defaults to Requested
    • Employee selects Absence code and enters remarks.
  • Click on absence request on a day in the calendar array on the Employee Time Off Overview form
    • Defaults Employee Name and number and all the absence request related information into the PTO Entry Modal form
    • All fields are editable when the request is pending
    • All fields except Employee Comments are read only once the request is approved
    • All fields are read only once the request is taken
  • Click on hyperlink in the Activity Summary panel on the Employee Time Off Overview form
    • Defaults Employee Name and number and all the absence request related information into the PTO Entry Modal form
    • All fields are editable when the request is pending
    • All fields except Employee Comments are read only once the request is approved
    • All fields are read only once the request is taken
  • Use Edit button in the Activity Summary panel on the Employee Time Off Overview form
    • Defaults Employee Name and number and all the absence request related information into the PTO Entry Modal form
    • All fields are editable when the request is pending
    • All fields except Employee Comments are read only once the request is approved
    • All fields are read only once the request is taken
  • Use Cancel button to withdraw a pending request
    • Defaults Employee Name and number and all the absence request related information into the PTO Entry Modal form
    • All fields are editable when the request is pending
    • Set Status from Requested to Denied
    • All fields except Employee Comments are read only once the request is approved
      • Cannot withdraw a request once this is approved
      • User receives a hard stop prompt if they attempt to do so
    • o Employee record kiosk setting the Edit Absences must be set to Yes in order for an employee to withdraw an absence request