-
Select
.
By default, the current month is displayed. To change the
month, select the month link and then select the month and year from the
popup. Or use the arrows to scroll to future or past months.
Employees are grouped by team and
displayed on the left. You can display the employee information card by
hovering over the employee's name.
Requests and other
information are displayed as horizontal bars:
- Approved requests are displayed with green bars.
- Pending requests are displayed with blue bars.
- Pending cancelations are displayed with red bars.
- Canceled or denied requests are displayed with dark gray
bars.
- Blackout dates are displayed with black lines. You
cannot approve a time off request on a blackout date.
- Grayout dates are displayed with gray lines. You can
approve a time off request on a grayout date, but employees are
discouraged from submitting time off requests on those dates.
- LTA overrides that were generated outside of the Time
Off Planner are displayed with green bars (the same as approved
requests). You can view the details of these overrides, but you cannot
approve or deny them.
Note: Requests and
cancellation requests that are pending your approval are indicated with a
different icon as shown in the legend. You can only act upon these
requests.
In addition, this page has filtering
options.
-
Click the request bar to review the details of the request.
By default, the individual control for each part of the request
is set to
Approve. The status of each day (or time for a
partial day request) remains pending until you click
Submit.
If the request includes supporting documentation,
an attachment icon is displayed.
-
To expand the
time off history for a day in the request, click the caret symbol to the right
of the day. Or click the top-level caret symbol to expand the history of all
days in the request.
The time off request history shows all the actions that have been taken on the
request so far. The history includes the names of employees who have approved or
denied days in the request, as well as employees who can act upon pending days
in the request. For the approved and denied actions, the timestamp of the action
and any comments associated with the action are also shown.
-
Click the attachment icon to view or download any attachments
accompanying the request, if applicable.
-
Complete one of these actions:
- To approve the entire request, click
Submit.
- To approve or deny part of the request, change the status of
each rejected day or time to Deny. You can also leave the status of one or more days or
times as pending (blank). Click Submit.
- To deny the entire request, select Deny All from the top-level list, and click Submit.
You cannot alter the dates or times themselves or to specify new
dates or times. In those cases, deny the entire request and ask the employee to
enter a new request for the alternative dates or times.
-
Optionally, specify a reason for the approval or denial, and
click Submit.
-
For mass approvals, select the check boxes on the left side of
the Time Off Approval page for the requests
that you want to approve as a group. Then use the Approve and Deny buttons.
If the request requires multi-level approvals, upon approving the request, the request is
routed to the next level of approvers, if applicable. See Multi-level approval workflow.
When a request is approved, the request goes through a second round of validations.
This round of validations ensures that there is sufficient balance and that all
other requirements are met for the selected time off types.
The employee receives a workmail notification about the approved or
denied request.
Other users who were notified of the pending request also receive a
notification that the request was acted upon and by whom. For example, a team
designates the SUPERVISOR role as a virtual
role and assigns two users as supervisors to the team. After one of the supervisors
approves or denies the request, the other supervisor receives a notification that
the request was acted upon and is no longer pending. Similarly, if the director of
the parent team approves or denies the request, both supervisors receive a
notification that the request was acted upon and is no longer pending.