Manage Employee Time Off Requests
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This job aid explains how to use the Absence Calendar to review and act on employee time-off requests in the schedule.
About the Absence Calendar
The Absence Calendar embeds time-off requests in the schedule and provides a long-term view of requested and approved time-off for the employees loaded in the schedule. Using Manager Absence Calendar, managers can stay in the schedule to evaluate and handle time-off requests, see everything in context, and review the long-term impact.
To Review and Approve a Time-off Request in the Schedule
- From the Main Menu > under Schedule > select Schedule Planner with Absence Calendar.
- Ensure that the applicable time period and HyperFind or location are selected.
- Click Show/Hide
.
- In the Show/Hide slider, under Time-Off Request, select how you want to display time-off requests and which time-off request statuses you want to view.
- Select Apply.
- To group pending requests at the top of the schedule, click the Requests column.
- Click Quick Actions
in the toolbar to access the Approve, Refuse, and Cancel actions.
- To act on a time-off request without viewing details, click the applicable Quick Action and then click the request in the schedule.
- To review time-off request details, right-click the request. The request glance opens.
- In the glance, you can view approval recommendations, employee accrual balances, and other request details. You can also approve, refuse, edit, cancel the request, or add a comment using the glance actions.
To access a long-term view of time-off requests
- Click the Absence Calendar add-on. By default, the current month and next two months are displayed.
- To navigate to past or future months, use the Previous and Next icons in the add-on.
- To view the entire year, click Expand
. Click the icon again to restore the add-on to the default size.
- Select a date or drag a date range to load the selected period into the schedule.
- A black dot in a date on the calendar indicates outstanding requests that require processing
- A date with only a number indicates the total number of approved requests that day
- A date with both a black dot and a number can indicate one of the following, depending on your organization’s configuration:
- the number of outstanding requests
- the total count of outstanding and approved requests