Update Time Off

Ensure the following prerequisites are taken care of and configured before updating 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

Update Time Off

Steps to update time off :

  • Go to Employee Self Service > View time off

  • Highlight appropriate time off from Approved Time off tab > Update time off

  • Make applicable edits > Submit.

    Note: If there are any modifications to the employee's leave and absence after the timesheet is created, ensure to choose the Refresh Leave lines field to view the approved time off.

     

    Note: Wait until edits have been moved from Time off requests to Approved time off. Leave and absence request workflow will be triggered.

Steps to cancel time off:

  • Go to Employee Self Service > View time off

  • Highlight appropriate time off from Approved Time off tab > Cancel time off

  • Make applicable edits > Submit

Note: Wait until edits have been moved from Time off requests to Approved time off. Leave and absence request workflow will be triggered.