Leave Requests

Leave requests facilitate the scheduling of employee time off. New leave requests are submitted from the Home page by clicking the New Request link. Depending upon your policy settings, your leave requests will automatically show up on your timesheet for the requested days when the request is approved. Note that the term "Leave" may have been renamed by an administrator to "Time Off" or some other terminology. The Terminology topic has more information.

Leave requests have the following properties:

Property	Description
Request Type	The type of leave request, for example 'Vacation'. The request type is a pay code, and if you are a manager you can configure these from the System > Pay Codes page.
Start Date	The first day of the leave.
End Date	The last day of the leave.
Partial Day	If you are not taking a full day you can check this option to allow you to enter the start time and finish time. Note that you may not see this option if you are not allowed to take partial days of leave for the selected request type. This is controlled by the Time Entry Rules minimum/maximum leave hours setting - see the Time Entry Rules topic for more information.
Requested Leave	The number of leave days/hours to be taken. This will default to the number of days in the selected date range, excluding any weekend days or holidays.
Description	A description of this leave request, up to 255 characters. You might use this to provide additional information to your approver, such as a phone number where you can be reached in an emergency, etc.

Once you have submitted a leave request you can monitor its approval status from the Home page. If your administrator has configured email notifications you will be sent an email when a request is approved or rejected.

Approving Leave Requests

Leave requests require at least one approval level be enabled. You can configure approval levels from the System > General > Approval Levels page - the Approval Levels topic has more information. In addition, you need to be assigned as an approver to one or more employees to be able to approve leave requests. The Managing Employees topic has more information.

To list Leave Requests click the Leave Requests tab. By default you will see a list of all future requests. You can narrow or refine the list using the search properties on the page. To approve or reject leave requests simply click the appropriate checkbox in the list and click the Save button. If notices are enabled the employees will automatically receive an email indicating whether their request was approved or rejected. Clicking the Date hyperlink in the list will show more details about the request. You can also approve or reject the request from the details page.

To configure email notices for leave requests go to the System > Notices page. The Notices topic has more information.

Note: You can change the terminology for Leave to suit your organization's needs. The Terminology topic has more information.

Leave Request Policy Rules

Administrators can configure policy rules for leave requests from the System > Policies > Schedule Rules page. The Schedule Rules topic has more information.

Leave Request Permissions

There are several leave request permissions (configured from the System > Security page):

Permission	Description
Can create my leave requests	Employees with this permission enabled (meaning they have this permission enabled for the permission level in their employee profile) will be able to create new leave requests for pay codes they are allowed to access (based on their pay code 'Can view' permission). They will also be able to delete leave requests they created as long as they have not been marked as approved. To delete an approved leave request it must first be unapproved by an approver.
Manage	Employees with this permission (meaning they have this permission enabled for the permission level in their employee profile) can manage all or a limited subset of the employee leave requests. If set to limited then the employee (or an employee group they are in) must be assigned to individual employee groups for which you wish them to manage leave requests. Enabling this permission for an employee means they will have access to the 'Leave Requests' tab of the application. Note that Leave Requests do not have any sub-permissions for Manage, unlike many other objects in the system. The 'Can manage' permission effectively gives the user the ability to view leave requests in a read-only format on the Leave Requests tab. You might use this permission if you want to allow some employees to see leave requests for planning purposes, but prefer other employees approve/reject the requests.
Approve	Employees with this permission (meaning they have this permission enabled for the permission level in their employee profile) can approve all or a limited subset of the employee leave requests. If set to limited then the employee (or an employee group they are in) must be assigned to individual employee groups for which you wish them to approve leave requests. Enabling this permission for an employee means they will have access to the 'Leave Requests' tab of the application.
Can create for approvees	Employees with this permission enabled (meaning they have this permission enabled for the permission level in their employee profile) will be able to create (and delete) leave requests for employees. The list of employees they can do this for depends on their 'Can approve' leave request permission, as well as whether they are assigned as approvers to any employees in their employee profiles. Note that this permission requires the 'Can approve' permission be enabled as a pre-requisite.