How an Employee Requests Time Off
Starting From Your Dashboard (Home Screen)
This document shows employees how to view their accrual balances and request time off.
Steps 1 - 9 detail how to use the Widget on your dashboard to view your balance and request time off.
Steps 10 - 13 walk though the process using the menu path to view your balance.
Steps 14 - 26 walk through the process using the menu path to request time off.
Using the Accruals Balances Widget
You may or may not have the widget depending on your company's setup. If you do not see the widget, jump to step 10.
1. Locate the My accruals balances Widget
2. Click on Request
3. Select the Time Off
If your company has more than one time off type to choose from, you can select it from the drop down arrow, otherwise, use the default time off type.
4. Request Time Off
Here is where you will enter your time off request. Make sure you are requesting the right Time Off Type.
5. Select Request Type
Your company's policy may limit how many hours at a time you can request. Speak to a supervisor or HR admin for more information.
In this example we are selecting a full day.
6. Select the Date
Enter the date for the time off request, either by typing it or selecting it from the calendar.
7. Request Time Off Comments
You may be required to leave a comment depending on your company's policy.
8. Click on Submit Request
9. Click on OK
Using the Time Off Balances Report
Follow these steps to navigate through the menu to see your accruals balances.
10. Click on Main menu
11. Under the My Info tab, navigate to My Time > Time Off > Balances
12. Viewing your balance
Here you can see your balance for all of your Time Offs. The current balance is displayed at the top. You can see the period that the time is accrued to, how many hours you have taken during the accrual period, and how many hours you have already scheduled and approved.
13. You can jump straight to requesting time off by clicking Request
Requesting Time Off
Follow these steps to navigate through the menu to request time off.
14. Requesting Time Off
You can go straight to your time off request by clicking on the Menu > My Info tab > My Time > Time Off > Request
15. Time Off Request
Here you will start your time off request. You can view what time you've already requested on the calendar at the bottom of the page. If you want to view your balances, you can change the time off type under Accrued Balances Details (where the arrow is pointing).
To start your time off request, click on the magnifying glass for the Time Off Type at the top of the page.
16. Select the Time Off Type
17. Once you have selected the type, click on Start Request
18. Request Time Off
Select your Request Type. For this example, we will be requesting Multiple Days
19. Enter the days you are requesting off
You can type in the days, or use the calendar picker in the fields.
20. Hours Per Day
Enter in how many hours of PTO you would like per day. In this example, we are requesting 8 hours, so the request will go through for 8 hours every day from 08/15 - 08/20 (a total of 48 hours)
21. You can add an additional comment if you would like.
22. Click on Submit Request
23. Items to Resolve
Depending on your company, you may have rules set in place that prevent you from requesting off certain days. For our example, we do not work on Saturdays or Sundays, so I can't ask for time off on those days.
24. Items to Resolve
With this item, we can submit the time off request anyway by clicking the button at the bottom right. If you get an error that won't let you submit your time off request, talk to your manager for assistance.
25. Click on OK
26. Pending Time Off
The time off request is now pending. For this example, you can see that no time off is requested on Saturday and Sunday because the business is closed those days. If the time off is approved, you will see the request goes from an outline on the calendar to a solid color.
