Employee Request Time Off Process
Employee's can request time off using the following path:
Log in to Employee Navigator > Home Page > Time Off
From here, the employee will land on their Time Off Dashboard. Where they will be able to view all policy totals and balances as well as any Upcoming Time Off, Time Off Taken, and Balance Adjustments.
From the Employee Time Off Dashboard > Request Time Off (green button)
The Time Off Request window will then display on the page as shown below. From this widget the employee can:
- Select the Leave Type.
- Select date or date range requested off.
- Indicate a 'Partial Day' requested and enter the number of requested hours. This option is only available if the time off request date entered is a single day.
- View the calculated balance as of the date of the time off requested and the number of hours remaining in the policy year.
- Enter an optional reason/comment which will display with the time off request and will be included in the "Leave Request Created" email.
NOTE: There is a 500 character limit in the Reason/Comment box for Leave Requests.
- Submit Time Off Request.
After the Request has been submitted, an email notification will be sent to the employee's manager or to the HR User if a manager has not been assigned.
Q: What if an employee requests a full day off and then only ends up using a partial day. How can we make the correction?
A: The initial request should be canceled and a new request entered for a 'Partial Day'. This can be done by the employee or an admin user.
Q: What if an employee submits a time off request and selected the wrong 'Leave Type'? Can this be changed?
A: The initial request should be canceled and a new request submitted using the appropriate Leave Type. This can be done by the employee or an admin user.
Q: My group's employees work more than 8 hours days. Can the system support this?
A: Yes. When setting up a PTO package, you will have the option to enter a "Fixed" amount of hours for a standard work day.
Q: Why are we receiving an error message stating "Requested date cannot be before the start of the policy year" when attempting to submit a time off request?
A: Time off requests can only be submitted for the current policy year or a future policy year. Once a policy year has ended, no additional requests can be added since the year end process has already taken place. Use the Adjust Balance tool to modify the employee's current balance to account for requests from prior policy years.
Q: How many days can be requested at a time?
A: Employees are only able to request 30 days off at a time. If the employee will be out longer than 30 days (such as leave of absence), they must submit multiple requests.
Q: What happens if an employee submits a request for time off but has no assigned manager?
A: If an employee submits a time off request but does not have a manager assigned, the time off request will be sent by email to all of the HR users for the company. One of the HR users can approve the employee's time off request.