Managing Time Off Requests

Managing Time Off Requests

Purpose

    1. To explain how to manage Time Off requests within the Time Off sub-module. 
    2. You can Approve, Deny, Edit and Delete time off requests. 
    3. You can also manage from a list or calendar view. 

Video 



Directions

1. Click on Scheduling > Time Off.





2. Click on Review.


Click on Review.



3. You will see the Active Time Offs first. Active shows any Time Off this date forward. You can:
  1. Search utilizing the filters at the top.
  2. Change which columns appear.
  3. Bulk delete requests by clicking the checkbox and trashcan.





4. The Actions allow you to Edit, View details, or Delete Time Off Requests. 


The Actions allow you to Edit, View details, or Delete Time Off Requests.



5. Clicking on the Pencil allows you to edit Time Off Details. 


Clicking on the Pencil allows you to edit Time Off Details.



6. Clicking the Eyeball in the Action Section allows you to view the Time Off Details. 


Clicking the Eyeball in the Action Section allows you to view the Time Off Details.



7. Click on Delete if you are sure you want to delete the request. 


Click on Delete if you are sure you want to delete the request.



8. Clicking the approval column will bring any request you need to manage to the top.


Clicking the approval column will bring any request you need to manage to the top.



9. Click on Approve.


Click on Approve



10. Here you can add any notes. When done, click Approve.


Here you can add any notes. When done, click Approve.



11. If you were to click Deny, you will see the same pop-up appear, but the button will say Deny.



If you were to click Deny, you will see the same pop-up appear, but the button will say Deny.



12. In the Archived section, we see any Time Off requests that occurred prior to today's date. 



In the Archived section, we see any Time Off requests that occured prior to todays date.




13. On the Calendar tab, we are able to see a monthly calendar, with the Time Off Requests within the days they want off. 
  • Green boxes indicate the Time Off was approved. 
  • Red Boxes indicate the Time Off was denied. 
  • Yellow Boxes indicate the Time Off request was not managed, and that date has passed.


On the Calendar tab, we are able to see a monthly calendar, with the Time Off Requests within the days they want off.



14. Any Grey Boxes are requests that need to be managed. If you are the individual who will manage the request, you will see:
  • A checkmark to approve the request. 
  • A X to deny the request. 
  • The eye to view details.
  • The trashcan to delete the request. 

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