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


Time Off Summary

Manage employee time off requests from the grid below.


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).


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


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.


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