In the Team Time Off Team Bookings tab you can:
- Search the time-off requests submitted for approval by employee name .
- Filter the employee’s requests by:
- Department
- Policy Requested
- Supervisor of the employee making the request
- Work Location
- Employment Type
- Employment Status (active, Terminated).
- Perform Bulk Actions to delete all checked requests.
- Book time off on an employee's behalf with the Add Time Off button.
The default view will show Time Off requests for the past two months. To change this to a different time period, select the Show Filter button just under the search box, and change the Fetch Start Date and the Fetch End Date.
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.