All of the below tasks are first accomplished by going to the Manage Tasks screen.
Time Off Requests
Once you click the Time Off Request link from the Manage screen, all pending time off requests will populate for your review.
The basic details are listed on the main screen, but you can select the employees name and the full request details will populate.
If the request is attached to an accrual plan, the employees current available balance and what their balance will be if the request is approved will display. The Show link next to the calendar icon allows you to see if any other employees assigned to you have this day off
To Approve or Decline the request, use the buttons on the left side of the screen. Once approved the absence will automatically add to the employee’s Time Card.
Adding Records > Absences
To add an Absence on behalf of an employee, choose the employee from the View and Approve Timecard link on the Tasks screen. Once you have selected Absence in the create new record screen choose Next to fill out the details.
- Select the Absence Policy.
- Enter the Date for the absence.
- Enter the Hours amount being taken.
- Choose the Start Time for the absence.
- If the absence is tied to an accrual plan, the Available Balance and Balance After Request will populate.
- If Notes are entered, anyone looking at the Time Card will be able to view the details.
- Choose Save and the absence will be added to the employee Time Card.