Time Off Requests
Time Off requests are used to indicate when a team member is unable to work.
*Note: Supervisors and managers can create and edit Time Off Requests for team members. Employees can only create and edit time offs if the organization settings allow it.
Submitting a Time Off Request
You can submit a Time Off Request from the Home Page or Schedule Page by clicking +New>Time Off Request
A box will pop up that looks like this. This is where you enter the information for the needed time off. (Note: Employees will not see Save & Deny or Save & Approve options. They will only see Create)
Multiple dates and times can be entered by using the + icon. Or opt to not use it, if this request is just for a single date and time.
Use the Time Off Category drop down to choose from the options, for type of Time Off, your account has deemed usable (Important: Not all accounts will allow Team Members Paid Time Off (PTO) options.)
Tip: There is only one Time Off Category usable per Time Off Request. This means that if part of the time off request is for Paid, but some is for unpaid, those will go in two separate requests, instead of using the + icon. This will allow your manager to get a clear picture of the amount of time being submitted for PTO versus unpaid.
Managing Time Off Request Settings
As a Manager you will want to make sure that before your team members begin submitting requests, that you have your Time Off Request settings set to what you would like. You can find Time Off Request settings in Settings>Time Off Requests.
The settings for Time Off Requests are below, and each contains a detailed description of what each toggle is for. If it is On, then you want that feature. If it is Off, then you do not.
Utilizing Custom Time Off Request Categories
In Settings>Time Off Requests you will see the option to toggle on Time Off Request Categories. Turning this on allows you to open up further options for classifying your Time off requests, including allowing them to be Paid or Unpaid. When turning this on, by default, you will start with 5 options that will immediately become usable for Time Off, however, you can also add your own custom categories to be used. All Categories listed, Default & Custom will be able to be chosen from when entering a Time off Request, if this feature is on.
Commonly Asked Questions:
What If I only want to continue just having Unpaid Time Off? No problem, just turn off Time Off Request Categories, and all Time Off will be seen as unpaid.
Can I delete Default Time Off Request Categories if I do not want to use those? Default Categories cannot be deleted at this time.
Is there a way to review how much Paid and/or Unpaid Time Off Team Members have used? Keep reading into the next section to find out more about gathering data on Time Off Requests.
When I start using Paid Time Off, will the system figure those wages in for me? Yes. Please see this Help Doc to get more familiar with using Paid Time Off: Paid Time Off
Managing Time Off Requests
If you allow Time Off Requests to be submitted within your organization, as a manager/Supervisor you will need to begin to manage them. Whether it is to monitor them for scheduling, or to Approve or Deny them if you have on the setting for Require Time Off Approval.
You can find all of your Time Off Requests under Schedule>Time off Requests
This will open up a page dedicated to managing your Time Off Requests. You can view this page as a calendar (Month to Month or week to week) or as a List.
Or, as a List.
When using the list you can pull unique time frames to get historical data, or to pull requests for more than a month in the future. Just simply click the date picker in the center and choose a start and end date.
Customizing your Information & Creating Reports
You can choose which information you see on the List View by clicking the small book icon on the left of the list. Keep only the information you want to receive checked.
Want to see information for a certain Team Member, Location, or Position? Use the Add Filter to do that.
You can also choose to view All Time off Requests, Yours, or Awaiting Response
All- This includes pending, approved, and denied Time Off Requests
Yours- Just your Time Off Requests
Awaiting Response- If have on your setting to need approval for time off Requests, then any Time Off Requests awaiting approval will be shown.
Want to Filter information quickly? Use the quick Filters on the right to toggle between Approved, Denied, and Pending requests. Use the search bar to find a single Team Member to view.
Want to see Totals of Paid and/or Unpaid Time Off? Hover over the Purple Clock next to the quick Filters.
Important: The totals from the purple clock are impacted by the date range you are viewing and any filters that are on. I.E. if you are filtering by 1 employee the total will just be hours for that employee, and not for the whole team for that time period selected. To learn more about filters see: Filters
Viewing Time Off on the Schedule
When scheduling shifts for Team Members it can be nice to view your Time off Requests on the Schedule page. This way you can avoid accidentally scheduling team members for times they cannot work. Time off will be visible on any schedule page view. Just choose Schedule> Schedule and then go to All.
On the schedule Time Off Requests are shown as a red box.
(The orange P stands for Pending)
(The green A stands for Approved)
Please Note: When you deny a Time Off request it will not show on the Schedule page. It will, however, still be able to be seen on the Time Off Requests Page, and will be marked with a red D.
Approving/Denying Time Off Requests
You can Approve or Deny Time Off Requests from the Time Off Requests Page or from the Schedule Page .
Simply click on the Time Off Request you want to approve or deny and a box will open like the one below.
You can choose to either Save & Deny or Save & Approve. Once either of those actions is taken the Team Member will be notified.
Editing & Deleting Time Off Requests
You can edit Time Off Requests by clicking on the Time Off Request in either the Time Off Requests Page or when on any Schedule Page .
Editing- Simply edit information then and click Save
Deleting- Simply click the Delete button on the bottom left.
Changing Time Off Request Status- If you denied a request you meant to approve or vice versa you can change that decision by using the Save & Reset button. Then choose to Approve or Deny accordingly.
Viewing Time Off Request History:
Click the Time Off Request you want this information for, and use the History button on the bottom left of the Time Off Request box that pops up.
It will open a box that tells you when it was created, by whom, and what the information was at the time of creation. Then above that will be a timeline up to the most recent with any changes to the information or status of the request.
If you didn't find the answers you were looking for in this article, please reach out to Support for further assistance.