Plan includes your time off worksheet with a summary of existing requests, and links to forms for requesting a planned time off event, or a recurring time off event.
Time off worksheet
The time off worksheet includes a summary of your time off requests and links to request planned time off or a recurring time off event.
Select planned time off for a one-time partial day event, a single full day, or multi-consecutive day events.
Select recurring event for partial day events that occur on more than one day (consecutive or non-consecutive), or for full day events that occur on more than one non-consecutive day.
Request planned time off
Are you requesting off a portion of a day or a whole day(s)? Select All day or partial day. Partial days can only be for a single date. If you have multiple partial day events (e.g., off every Tuesday and Thursday morning), request a recurring time off event.
Request type: Select from the available event types.
Start date / End date: Dates must be consecutive. For non-consecutive days, request a recurring time off event.
Should all dates in the date range be approved together? Is the request all or nothing? If you can’t have all of the days off, do you want to have at least some?
Comments: Required.
Click Next.
The validation engine will run and let you know whether your request will likely be approved or denied and why. If there are rules not met, you can go back and make changes to your request. Or you can proceed and Save request.
Saving the request sends it to your supervisor team. After saving, you will see a summary of your request.
Your requests will appear in the Pending and Upcoming requested time off module. Refresh the page if needed to view them.
Request recurring time off
Request type: Select from the available event types.
Start date / End date: Select start and end dates.
Start time / End time: Select start and end times. Must be the same for each day.
What recurrence pattern should apply to this request? Select from This event occurs every day in the specified date range and This event occurs only on selected days of the week. If only certain days, check the boxes for the selected days.
Comments: Required.
Click Save to send your request to your supervisor. Note: The validation step that occurs when requesting a non-recurring event does not run for this type of event.
On the final page, review the table of requests then click Finish.