Canceling booked off shifts resulting from approved time off requests
When a time off request is approved in the Time Off Planner on days the employee is scheduled, the employee's shifts on those days are booked off, generating relief shifts. These book-offs can be canceled in the ASV or Central Staffing, resulting in the time off request being recalled (canceled).
To cancel a book-off that resulted from an approved time off request, the associated time off type must have the Recallable option enabled. If the associated time off type is not recallable, only the employee associated with the approved request can cancel it. If a book-off was not a result of an approved time off request, the book-off can always be canceled if the cancellation passes the required validations.
See the Infor Workforce Management Time Off Planner User Guide for details on configuring time off types.
When canceling a book off in ASV, shifts that originated from the same time off request are displayed as a group. You can cancel the book offs for each shift individually or for multiple shifts in the same transaction. If an approved time off request covers multiple shifts on the same day, canceling the book off for one of the shifts recalls the time off request for all the shifts on the same day, but the non-canceled shifts remain booked off. In Central Staffing, booked off shifts must be canceled individually.
Example: Canceling a book-off from an approved time off request
An employee was approved for vacation on Friday, resulting in the book-off of the employee's shift on that day. The relief shift from the book-off is not further booked-off. In the Time Off Planner, vacation requests have been defined as recallable.
When you cancel the book-off of Friday's shift, the approved request is recalled. The request is set to a Recalled status on the employee's Time Off Calendar and the approver's Time Off Approval page.
Example: Canceling a book-off disallowed due to non-recallable time off type
An employee was approved for vacation on Friday, resulting in the book-off of the employee's shift on that day. The relief shift from the book-off is not further booked-off. In the Time Off Planner, vacation requests have not been defined as recallable.
When you try to cancel the book-off of Friday's shift, the cancel book-off is disallowed with an error message as vacation requests cannot be recalled.
Example: Canceling a book-off from an approved time off request covering multiple shifts on a day
An employee was approved for a full-day vacation on Friday, resulting in the book-off of both the employee's day shift and evening shift on that day. In the Time Off Planner, vacation requests have been defined as recallable.
In ASV, when you cancel the book-off of the day shift or the evening shift in ASV, both shifts are displayed and you can cancel the book off for one or both of the shifts. When you cancel the book off for only one shift, the time off request is recalled for both shifts. For example, if you cancel the book off for the day shift, the time off request is recalled for both shifts, but the evening shift remains booked off.
In Central Staffing, you must cancel the book off for each shift in separate transactions. When the book off for one of the shifts is canceled, the approved request is recalled for both shifts.
Example: Canceling a book off from an approved time off request covering multiple days
An employee was approved for a full-day vacation on Thursday and Friday, resulting in the book-off of the employee's shifts on both days. In the Time Off Planner, vacation requests have been defined as recallable.
In ASV, when you cancel the book-off of the Thursday shift or Friday shift, both shifts are displayed and you can cancel the book off for one or both of the shifts. The approved request is recalled only for the selected shifts. For example, if you cancel the book off for the Friday shift, the time off request on Thursday remains approved. If you cancel the book off for both shifts, the approved request is recalled for both shifts.
In Central Staffing, you must cancel the book off for each shift in a separate transaction. When the book off for one of the shifts is canceled, the approved request is recalled for that shift.