Time-Off Requests

Use Time-Off Requests to approve, decline, and add comments (optional) to requests for paid time off.

If an employee submits more than one PTO request for the same day, each request displays as its own line item in the Time-Off Requests screen and the Time Off Calendar.

Note:

The default view of the time off requests sorts by Supervisor Last Name, followed by the Employee Last Name, and then by PTO Date. The default view can be changed or by clicking any of the following column headings: Supervisor Name, Employee Name, PTO Type, PTO Date,  or Time Req.

Approve a Time-Off Request

  1. Click administration | Notifications | Time Off Requests.

  2. Type a supervisor's last name in the Supervisor Last Name: field, and then click Search. The supervisor's direct reports display.

  3. Type an employee's last name in the Employee Last Name: field, and then click Search. Requests for employees with this last name display.

  4. Check the checkbox next to the employee's name who is requesting time off.

  5. Select Approve in the Action column to approve the time-off request.

  6. To add comments (optional):

    1. Click Comment. The Enter a Comment screen displays.

    2. Type comments in the Enter a Comment field.

    3. Click Save.

  7. To add notes (optional):

    1. Click the notepad image in the Notes column. The Notes screen displays.

    2. Type a note.

    3. Click Save.

  8. Click Submit. A message automatically sends to the employee that the request was approved.

Decline a Time-Off Request

  1. Click administration | Notifications | Time Off Requests.

  2. Type a supervisor's last name in the Supervisor Last Name: field, and then click Search. The supervisor's direct reports display.

  3. Type an employee's last name in the Employee Last Name: field, and then click Search. Requests for employees with this last name display.

  4. Check the checkbox next to the employee's name who is requesting time off.

  5. Select Decline in the Action column to decline the time-off request.

  6. To add comments (optional):

    1. Click Comment. The Enter a Comment screen displays.

    2. Type comments in the Enter a Comment field.

    3. Click Save.

  7. To add notes (optional):

    1. Click the notepad image in the Notes column. The Notes screen displays.

    2. Type a note.

    3. Click Save.

  8. Click Submit. A message automatically sends to the employee that the request was declined.