You may access Team Time Off from the left menu under Team Management

Team Time Off allows you to:

1. View all past present and future time off requests by their employees.
2. Edit Time Off requests
3. Add or subtract from the team's accrual balance.

Waiting for Your Approval Section

The Waiting For Your Approval section is the landing page for the Team Time Off page, and contains any time-off requests that submitted for approval that require your approval.

Team Bookings Section

In the Team Bookings section you can:

1. Search the time-off requests submitted for approval by employee name (A).
2. Filter the employee’s requests (B) by:
   1. Department
   2. Policy Requested
   3. Supervisor of the employee making the request
   4. Work Location
   5. Employment Type
   6. Employment Status (active, Terminated).
3. Perform Bulk Actions (C) to delete all checked requests.
4. Book time off on an employee's behalf with the Add Time Off button (D).

When manually adding time off for an employee, select the employee name from the dropdown, choose the time off type, and enter the start and end date for the time off request.

Please note that you can check the all day box, for a full 8 hours, or you can enter specific times.   You will be automatically shown the employee's current time off balance, the amount of time requested, and the balance after booking.

Add Time Off

To manually add time off for an employee, select the blue Add Time Off button next to the search bar.  Choose the employee and select their Time Off Type.

If this is for a full day or more, select the All Day checkbox.   Alternately enter a start and end time for their time off, and optionally enter a comment.

If this time off reoccurs on a following week or month, you can click the Repeat checkbox at the bottom of the page.  This will open a form so you can specify how to record these hours.

Edit Time Off

To edit a time off request, select the name from the request list, and then select the blue Edit button on the lower left.

Make the changes you need, and select Submit.

Once you submit the time off for this person, you must approve it.  From the main screen, select the checkbox to the left of the the employee's name, and select the Bulk Actions dropdown.

You may delete the request, approve, or reject the time off.  If you need to reject the time off, there will be a comments box for you to inform the employee of why their request was rejected. Once approved, the request row will show as approved.

Team Balance Section

The Team Balance section provides the ability see an entire team’s current time-off balances for all assigned policies. To access the Team Balance section, select the Team Balance tab.  You can:

Search  by employees.

Balance History

View an employee's time off balance by clicking on their name, and filtering to the appropriate effective dates so you can see their history.

Edit Time Off Balance

If you wish to edit an employee's time off balance, select the Time Off Type from the dropdown, and then select the Adjust Time Off Ledger button on the right.

Enter the effective date, and choose to either Add or Subtract hours from the employee's ledger.

Enter the note explaining the reason for the adjustment under Transaction Details and then select Save.

Calendar Section

The Calendar Section displays an entire months worth of employee requests. This you know how approving or rejecting time off requests can effect the schedule.

By clicking on the date on the upper left of the calendar, you can filter for other months: