Overview

The Time Off Planner allows employees to request, validate, approve, and cancel time off. Time off is categorized when employees submit requests. Requests are submitted by selecting one of the available time off types, such as vacation. Employees also specify the dates that they are requesting off.

After the request is submitted, Infor Workforce Management performs a series of validations. A validation can be a balance check or a check for disallowed time codes on the employee’s timesheet. The time off type determines which validations a time off request must pass before it is sent to the employee’s supervisor. If the request does not meet one of the conditions, the request is automatically rejected before being routed to the supervisor. For example, if an employee requests vacation time off without enough available days in their vacation balance, the request is automatically rejected.

After passing the validations, the request is sent to the employee’s supervisor for approval. When approved, the employee receives notification through workmail, and they can see their approved requests on the Time Off Calendar.

System administrators configure the different time off types available to employees. A time off type determines whether employees are paid for the time off, which (if any) balance is deducted, and the conditions that must be met for an employee to use the time off type, such as the minimum number of days an employee must be employed.

System administrators can also configure time off request reasons, optional pieces of information that employees can include with each time off request. Time-off request reasons are specific to each time off type. They are designed to help organizations further track the time off requests. In addition, system administrators can configure the roles that are notified when a request is submitted and the roles that can approve requests.

System administrators can also define blackout team calendars to prevent employees from submitting time off requests during defined blackout periods. Blackout team calendars are designed to help organizations ensure sufficient coverage when a substantial increase in the volume of traffic or sales is expected.

This guide provides instructions for system administrators to perform the necessary configuration tasks and steps for employees to submit time off requests.