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.

The following options are available:

  • Time Off Summary
  • Time Off Detail
  • Time Off Forecast

Employee_Management_-_00.png

Time Off Summary

Manage employee time off requests from the grid below.

Employee_Management_-_01.png

Time Off Detail

Note: Granted transactions will be automatically converted to Taken transactions shortly after midnight of the Transaction Date (or the next processing date if a granted transaction is added for a date in the past).

Employee_Management_-_02.png

Create Time Off Record

  • Click Create Time Off Record
  • Select Time Off Type
  • Select Transaction Type
  • Select Transaction Date
  • Enter Units
  • Enter Comments
  • Click Add Transaction

Employee_Management_-_03.png

Time Off Forecast

The Calculate Time Off Forecase button provides the ability to calculate and view Time Off Units and Balances forecast for the next year.

Employee_Management_-_04.png

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