Request Time Off

Ensure the following prerequisites are taken care of and configured before approving an employee's leave and absence.

Prerequisites:

  • Ensure

    • The employees are enrolled to employee list.

    • Employees has access to Employee Self service and the ability to request time off and enter timesheets.

      Note: To enable Employee Self service module, initially create an employee. Navigate to System Administration and choose the user's account. Add the previously created employee in the Person field.

  • Setup the following in Leave and Absence module

    • Absence Types

      • Leave and absence > Setup > Leave and absence types

    • Absence Plans to assigned employees

      • Leave and absence > Setup > Leave and absence plans

      • Leave and absence > Setup > Leave and absence plans > Assign to employees

Roles and Privileges

Users must have one of the following roles:

  • Human resource manager

  • Project manager

  • Project accountant

  • Project supervisor

  • Resource manager

Request Time Off

Steps to Request and approve time off :

  • Go to Employee Self Service > Select Request Time off

  • Select Appropriate leave type > Enter Start Date and End Date

  • Click Submit.

    Note: Await approval before proceeding to next step. Leave and absence request workflow will be triggered

    The Timesheet shows the approved leave and absence requests for each employee. The fields of leave and absence request will be read-only.

    Note: Employees can modify their time up until the timesheet is approved.