Creating absence requests using the PTO Entry Modal

Use this form to create time off requests and review the related details. This form is used by employees to submit time off requests and can also be used by supervisors to create absence records on behalf of the employee. Additionally, supervisors use this form to approve, reject, modify and specify comments on time off requests.

Note: 
  • You can access this form from the:
    • Employee Landing Page,
    • Supervisor Landing Page,
    • Timesheet Activity Summary Panel,
    • Supervisor Timesheet Overview,
    • Supervisor Time Off Overview,
    • Employee Time Off Overview.
  • You can create multiple absence request from this form.
  1. Access the PTO Entry Modal form from one of the parent forms listed.
  2. Specify the start and end dates for the request.
    Note: This value is defaulted from the parent form.
  3. Specify this information
    Employee Number
    The employee number.
    Note: This value is defaulted from the parent form.
    Absence Code
    The code used for creating the absence request.
    Absence Type
    The type of absence. Possible values:
    • Full Day: The shift time for the absence is defaulted from the start time and end time and the duration is defaulted based on the value specified in the Full Day Parameter setting.
    • Half Day: The start time for the absence is defaulted from the shift start and end time and the duration is defaulted as half of the value specified in the Full Day Parameter setting.
    • Partial Day: The start time for the absence is defaulted from the start time of the shift. You can specify a value in the duration field. The end time is updated to the start time plus the duration.
    Note: 
    • You can modify the value in the Start Time field for creating a half or partial absence record for the shift that started after the scheduled start time.
    • For Overnight shifts the Adjusted Start and End Date fields must be modified to ensure that the correct Transaction Date of the start or end of the absence record is displayed.
  4. Click Submit. The planned absence is displayed in the Timesheet.