Requesting time off

You can perform this task only if your organization uses Absence Management.

If your organization uses email automation, then you may receive emails or notifications when your request is approved, updated, canceled, or rejected.

  1. Sign in as Employee.
  2. Select Time Off.

    You can also click My Profile and click the Absences tab. Select the check box for a plan, then click Calendar.

  3. On the Calendar tab, click one or more dates, then select Time Off Request.
  4. Specify this information:
    Plan
    Click the icon to view a list of time-off plans, for example, Paid Time Off or Sick. Select the plan that describes the nature of your time-off request. For the selected plan, this information is expressed as hours and as days:

    • Available Hours: The balance that is currently on the plan. An alert denotes that carryover hours are included in the available balance.

    • Pending + Approved: Includes all time off requests plus all approved time off requests that are not yet processed by the plan administrator.

    • % of Limit: Shows how close your available balance is to reaching the limit that you can have in the plan, if a limit applies. Your organization configures the plan limit.

    • Available For Request: The available balance to request time off.

    • Projected Available: The hours you are projected to have available at the time of the date that you selected on the Time Off Calendar. These hours are displayed if Future Projected Balances are enabled for your absence plan.
    From/To
    Specify the time or date range for the time off request.
    Full Day, Half Day
    Select whether the request is full day or half day.
    Hours
    Specify the number of hours of work that are to be missed during the time off. Do not count non-workdays and non-work hours.
    Send to Calendar Upon Approval
    Select the check box to automatically send an Outlook calendar invite to the preferred email address once the time off request is approved.
    Calendar Start Time
    Specify the start time for the calendar.
    Additional Information
    Add information to support your request.
    Attachment
    Add a document to support your request.
  5. Select Submit request for approval.
    Or, click Save as draft and submit later.
  6. Click OK.
    If you create a time-off request that overlaps with an existing request, then you are prompted to confirm your selection.

    You can view your requests by selecting My Profile > Absences > Calendar.

    Your organization configures the plan rules for exceeding your available time-off balance. You might receive an error or a warning message that indicates that the request has exceeded the available time-off balance.