Requesting time off on behalf of an employee

  1. Sign in as Manager and select Manage Absences > Staff Absences > Time Off.
  2. Select an employee.
  3. Click Request.

    If the employee is enrolled in only one time off plan, that plan is displayed. Otherwise, select a plan to make the request.

    Balances are displayed for the plan. See Managing staff absences for an explanation of the amounts that are displayed.

  4. Select the Date to request off and whether it is a Full Day or Half Day.
    These fields are displayed:

    • Available — the balance currently held on the plan. An alert denotes that carryover hours are included in the available balance.

    • Pending + Approved — includes all requested time off plus all approved time off that has not yet been processed by the plan administrator.

    • % of Limit — shows how close the available balance is to reaching the plan limit, if a limit applies. The plan limit can be configured in the organization setup.

    • Available For Request — the balance available to request. It is available balance minus pending plus approved balance.

    • Projected Available – the hours the employee is projected to have available at the time of the date selected. These hours are displayed if Future Projected Balances have been enabled for the absence plan.
  5. Click Submit.

    The Request is added to the list of time off requests.

  6. Add additional time off requests.
  7. Click Submit All on the list of time off requests.
  8. Access your Inbasket to approve the time off request.