Using Time Off

• Before requesting a Time off, your Administrator needs to create leave categories and add balances for each user
• Considering the leave categories and balances, the user can decide when to take leave, for what purpose and for what duration.
• To learn how to create leave categories, click here.
• To learn how to add availabilities for time off's click here.
• To request a new time off, click on the New link on the top button bar or click on the icon on the top right corner of the list screen.
• This screen allows you to enter the details associated with the creation of the time off.

  

• From this screen the users can also view their past balances for that particular leave category and take a further decision.
• The time off requests consists of the following fields:

• Category - Select from a category that is set by your administrator. Typical categories are Vacations, Sick Leaves, etc. When you select the category for time off you will also be shown your balance (if any).

• Request for: From here you can select whether you want to take a time off for Full day(8 hours), Half Day(4 hours), or Hourly(depends on your work)

• Start Date - Select the date that you want to start your time off

• End Date - Select the date that you want to end the time off

• Hours - If the time off is taken for full day or half day, the hours will automatically show up depending on the Start and End date. If Hourly time off is chosen, you need to enter the number of hours you require off.

• Reason - Specify a detailed description of your time off. The description given here will be shown to your approver and in the calendar (if enabled).

• Attachment - Add an attachment, if required.

• Click on the Submit button to submit the time off for approval.

  1. When a Time Off is requested, your approver receives an email, and your request status shows as Pending.
  2. If the approver approves it, you receive an email and the status of your request changes to Approved.
  3. If the approver rejects the time off, it shows as Rejected.
  4. After a time off request is approved, you can request cancellation by clicking on the Cancel Request button.

     

Often your list of time off becomes long and hard to maintain. You can keep your list small by archiving the old time off requests. To do this:

• Select the time off that you want to archive on the My Request and then click on the Archive button below the time off list.
• You can also check the list of archived time off by clicking on the Archived button on the menu bar.

  

• This archived time offs can be restored. Select the time off with a checkmark on the box and click Restore.

  

You can also delete your time off requests. To do this, select the time off that you want to delete and then click on the Delete button.

This link can be seen only by the approver. To approve time off requests, click on the Approve link on the top button bar.

• To approve a request, click on the button.

• To reject a request, click on the button.

  

• After approving, rejecting or canceling the timeoff, a pop-up appears where the approver can write his comments for approving, rejecting or canceling the timeoff's.

  

• Requests can also be canceled. Only approved requests can be canceled. To cancel a request, click on the icon on the my Request screen.

  

• On the Approve screen, the Approver need to click on the button to cancel the request.

• The Time Off calendar shows the status of all the time off requested by the team. Each status appears in a different color.