Purpose Statement
- Enable personnel to submit formal time off requests through the scheduling system
- Streamline the time off request process with automated routing and notifications
Background Information
- The Time Off request feature integrates with the department's scheduling system to manage personnel availability
- Requests are routed to designated supervisors or administrators for approval
- The system displays available dates based on current scheduling parameters and department policies
- Time off requests help ensure adequate staffing levels while accommodating personnel needs
- Feature supports various time off types, including vacation, sick leave, personal days, and training
- Essential for maintaining compliance with labor agreements and department policies
Required Permissions
- Access Scheduling
- Access Time Off
Video
Step-by-Step Guide
Accessing the Time Off Request System
- Navigate to Scheduling Time Off from the main menu
- The system will display your current schedule with available request dates
Setting Your Request Date Range
- Review the dates displayed as selectable boxes (defaults to next 30 days)
- Modify the date range if needed by selecting Time Off Start Date field
- Adjust the Time Off End Date field to expand or narrow your viewing window
- Available working dates within your selected range will appear as clickable options
Creating Your Time Off Request
- Select the specific date(s) you are requesting time off by clicking on the date boxes
- In the recipient field, type the name of the supervisor or administrator who should receive your request
- Select the correct recipient from the dropdown list that appears
- Choose the appropriate Time Off Type from the dropdown menu (vacation, sick, personal, etc.)
Adding Required Details
- Select a Time Off Subtype if needed
- Select a Project Code from the dropdown if your department requires this information
- Determine your time off preference:
- Full Hours: Request the entire shift/day off
- Partial Hours: Request only a portion of the shift off
- If your department uses Pre-determined Time Frames, select from the Time Frames dropdown
Submitting Your Request
- Review all information for accuracy
- Click Submit Request to send your time off request for approval
- You will receive confirmation that your request has been submitted
Best Practices
- Submit time off requests as early as possible to allow adequate time for scheduling adjustments
- Verify you are selecting the correct dates before submitting your request
- Choose the most appropriate time off type to ensure proper tracking and compliance
- Include project codes when required to maintain accurate cost accounting
- Check department policies regarding minimum advance notice requirements
- Consider staffing levels and operational needs when requesting popular dates (holidays, weekends)
- Follow up with your supervisor if you don't receive approval notification within the expected timeframe
Troubleshooting & FAQs
- Q: I don't see the dates I need in the selectable boxes?
- A: Adjust the Time Off Start Date and Time Off End Date fields to expand your viewing range.
- A: Adjust the Time Off Start Date and Time Off End Date fields to expand your viewing range.
- Q: The person I need to send the request to doesn't appear in the dropdown?
- A: Ensure you are typing the name correctly and that the supervisor has proper permissions in the system. Contact your administrator if the intended recipient is missing from the list.
- A: Ensure you are typing the name correctly and that the supervisor has proper permissions in the system. Contact your administrator if the intended recipient is missing from the list.
- Q: What's the difference between Full Hours and Partial Hours?
- A: Full Hours requests time off for your entire scheduled shift, while Partial Hours allows you to request only specific portions of your shift (e.g., first half, last few hours).
- A: Full Hours requests time off for your entire scheduled shift, while Partial Hours allows you to request only specific portions of your shift (e.g., first half, last few hours).
- Q: My department mentions Pre-determined Time Frames, but I don't see that option?
- A: This feature may not be enabled for your department or user role. Contact your administrator to verify your department's time off configuration.
- A: This feature may not be enabled for your department or user role. Contact your administrator to verify your department's time off configuration.
- Q: I submitted a request, but I want to make changes.
- A: Contact your supervisor or administrator immediately. Depending on department policy, you may need to submit a new request or have the original request modified.
- A: Contact your supervisor or administrator immediately. Depending on department policy, you may need to submit a new request or have the original request modified.
- Q: How will I know if my request is approved or denied?
- A: You can see the status of your Time Off within the My Time Off tab.
- A: You can see the status of your Time Off within the My Time Off tab.