Processing a Time Off Request







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All employee time off requests must be processed by a time off supervisor in order for them to be recorded as time taken off.  Time off supervisors can process time off requests in two ways:

Through the system generated time off request message sent to the supervisor at the time the request was submitted

Using Attendance module Time Off Requests feature from which the request was submitted

Click a method above to view instructions on how to process time of requests using that method, or scroll through both sets of instructions below.

  NOTE: Time off supervisors are assigned to each employee in his or her staff information record within the Human Resources module.  For more information on staff information records click here.

Processing a Time Off Request from a System Generated Message

When a time off request is submitted, a message is automatically generated by AWARDS and sent to the employee whose request it was, the person who submitted the request (if not the employee), and the employee's time off supervisor.  From within this message, the supervisor can directly approve or deny the requested time off.

To process a time off request from a system generated message, complete the following steps:

  NOTE: These instructions are based on the assumption that the work order request message has not been deleted, and is currently located in the supervisor's inbox.

    1. From the navigation bar, click Messages (or the Messages icon).  The Messages Inbox page is displayed.
    2. To narrow message selection to system generated messages only, click the drop-down arrow next to the subject column heading at the top of the page, and select "System Messages Only."

  TIP: To sort the system generated messages by sender, date, or subject, click the corresponding heading link at the top of the page.

    1. Click the Sender, Date, Time, or Subject link of the message to be viewed.  The selected message is opened in a new AWARDS window.

  TIP: The subject of time off requests is "TIME OFF REQUEST," followed by the request number.

    1. This message includes information on the time off request, a list of staff scheduled for time off during the request period, and buttons with which to process the time off request once a decision has been made.
    2. Process the request by clicking one of the available processing option buttons:

  APPROVED - When clicked, the time off request is approved and a confirmation pop-up message is displayed letting you know that paid time off records have been created in the employee's time sheet for the request period.  Click OK to acknowledge that pop-up.  A system generated message is then sent to the employee whose request was approved letting him/her know of the decision. 

  DISAPPROVED - When clicked, the time off request is disapproved and a confirmation pop-up message is displayed.  Click OK to acknowledge that pop-up.  A system generated message is then sent to the employee whose request was denied letting him/her know of the decision. 

  SKIP FOR NOW - When clicked, the time off request is not processed and a confirmation pop-up message is displayed letting you know that the decision has been deferred.  Click OK to acknowledge that pop-up. 

  MAKE UNPAID LEAVE - When clicked, the time off request is approved; however, the time off is recorded as unpaid leave even if the employee had requested a time of a different type.  A confirmation pop-up message is displayed letting you know that the unpaid leave time off records have been created in the employee's time sheet for the request period.  click OK to acknowledge that pop-up.  A system generated message is then sent to the employee whose request was processed letting him/her know of the decision.

The process of processing a pending time off request is now complete.

Processing a Time Off Request from the Attendance Module

To process a time off request from the Attendance module, Time Off Requests feature, complete the following steps:

    1. Click your name from the navigation bar, and then click Attendance.  The Attendance Menu page is displayed.

    1. Click the Database drop-down arrow and select "Data Entry."
    2. Click the Payroll Group drop-down arrow and select the payroll group associated with the employee for whom the pending time off request is to be processed.   The default value is "All Workers."
    3. Click the Work Group drop-down arrow and select the work group associated with the employee for whom the pending time off request is to be processed.  The default value is "Yourself."

  NOTE: Only users who are in the "Human Resources" user group, or who have a Human Resources Data Entry permission have access to the full work group selection list.  For all others, "Yourself" is the only available option.

    1. Click Time Off Requests.  The Time Off Request Data Entry page is displayed.

    1. Click the Time Off Request For drop-down arrow and select the employee for whom the pending time off request is being processed.

  NOTE: Unless "Current Payroll" or "Former Staff" was selected as the Work Group on the previous page, this selection includes only the current user and his or her supervisees.

    1. Click CONTINUE.  The Time Off Request page is displayed.

This page contains read-only information on the selected employee, including work week hours, supervisor, scheduled work days, and accruals, as well as a place to enter the time off request information, and a list of any pending time off requests.

    1. Click the Do process radio button next to the time off request to be processed.
    2. Click CONTINUE.  The Time Off Dates page is displayed

This page includes information on the selected time off request, a list of staff scheduled for time off during the request period, and buttons with which to process the time off request once a decision has been made.

    1. Verify that the correct request was selected, and then process the request by clicking one of the available processing option buttons:

  APPROVED - When clicked, the time off request is approved, paid time off records are created in the employee's time sheet for the request period, and a system generated message is sent to the employee whose request was approved letting him/her know of the decision.  The updated Time Off Request page is then displayed. 

  DISAPPROVED - When clicked, the time off request is disapproved and a system generated message is sent to the employee whose request was denied letting him/her know of the decision.  The updated Time Off Request page is then displayed.

  SKIP FOR NOW - When clicked, the time off request is not processed and a dialog box is displayed confirming that the decision has been deferred.  Click OK to acknowledge that message.  The Time Off Dates page is re-displayed and a decision on the request must be made at a later date.

  MAKE UNPAID LEAVE - When clicked, the time off request is approved; however, the time off is recorded as unpaid leave even if the employee had requested a time of a different type.  A system generated message is then sent to the employee whose request was processed letting him/her know of the decision, and the updated Time Off Request page is displayed.

The process of processing a pending time off request is now complete.

  https://demodb.footholdtechnology.com/help/?10046