Time Off Management for Managers

Manage employee time off requests from the grid below. Start by selecting an employee from the pick list. If you are unable to view any results, ensure that your filter settings are correct. You may filter your results by Year and Time Off type. Keep in mind that time off requests are submitted under different PTO types.

Navigating to Time Off Management
  • Expand Manager Links and click Review Time Off Requests from the menu.

    CHR_-_Emp_Home_-_Time_Off_Manager_Menu_-_02.png

  • Click the Employee Management tab.

    CHR_-_Emp_Home_-_Time_Off_Manager_-_Tabs_-_04.png

The following tabs are available:

CHR_-_Emp_Home_-_Time_Off_Manager_-_Summary_-_01.png

Time Off Summary Tab

The Time Off Summary tab allows you to quickly review the overall time off hours for an employee based on the type of time off and pending, granted, and denied requests.

  • Start by selecting an employee from the drop-down menu.
  • To view the time off hours accrued, requested, etc., you will need to specify the appropriate year by clicking the filter CHR_-_Filter_Icon.png icon.

    CHR_-_Emp_Home_-_Time_Off_Manager_-_Summary_-_Filter_Year_-_01.png

CHR_-_Emp_Home_-_Time_Off_Manager_-_Summary_-_03.png

Time Off Detail Tab

The time off detail tab allows you to review the time off transactions for an employee and add a new time off record.

  • Start by selecting an employee from the drop-down menu.
  • To view the time off hours accrued, requested, etc., you will need to specify the appropriate year by clicking the filter CHR_-_Filter_Icon.png icon.

    CHR_-_Emp_Home_-_Time_Off_Manager_-_Detail_-_Filter_-_00.png

CHR_-_Emp_Home_-_Time_Off_Manager_-_Detail_-_01.png

Create Time Off Record

  • Click Add New from the Actions drop-down menu.

    CHR_-_Emp_Home_-_Time_Off_Manager_-_Detail_-_Actions_-_01.png

  • Enter the necessary information for the time off record.

    CHR_-_Emp_Home_-_Time_Off_Manager_-_Detail_-_Add_-_01.png 

    • Select Time Off Type
    • Select Transaction Type
    • Select Transaction Date
    • Enter Units
    • Enter Comments
  • Click Add Transaction when finished.

Time Off Forecast Tab

The Time Off Forecast tab provides the ability to calculate and view Time Off Units and Balances forecast for the next year for the selected employee. Simply click Calculate Time Off Forecast to review.

CHR_-_Emp_Home_-_Time_Off_Manager_-_Forecast_-_01.png

Was this article helpful?
0 out of 1 found this helpful